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Wells Fargo

2,627 hedge funds and large institutions have $199B invested in Wells Fargo in 2025 Q2 according to their latest regulatory filings, with 230 funds opening new positions, 1,081 increasing their positions, 950 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 120

14% more repeat investments, than reductions

Existing positions increased: 1,081 | Existing positions reduced: 950

10% more capital invested

Capital invested by funds: $181B → $199B (+$18.4B)

10% more funds holding in top 10

Funds holding in top 10: 8391 (+8)

3% more funds holding

Funds holding: 2,5522,627 (+75)

0.85% less ownership

Funds ownership: 77.21%76.37% (-0.85%)

14% less call options, than puts

Call options by funds: $4.61B | Put options by funds: $5.33B

Holders
2,627
Holders Change
+75
Holders Change %
+2.94%
% of All Funds
34.58%
Holding in Top 10
91
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.64%
% of All Funds
1.2%
New
230
Increased
1,081
Reduced
950
Closed
120
Calls
$4.61B
Puts
$5.33B
Net Calls
-$726M
Net Calls Change
-$476M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
2326
CNB Bank
Pennsylvania
$198K -$144 -2 -0.1%
CBT
2327
Crews Bank & Trust
Florida
$195K
PAG
2328
Paladin Advisory Group
Iowa
$193K
CT
2329
Clearstead Trust
Maine
$190K +$76.9K +1,066 +82%
GCM
2330
Gables Capital Management
Florida
$188K +$10.8K +150 +7%
AAG
2331
Armstrong Advisory Group
Massachusetts
$186K +$6.27K +87 +4%
DIP
2332
DT Investment Partners
Pennsylvania
$182K
TSMHT
2333
Thurston Springer Miller Herd & Titak
Indiana
$178K -$16.2K -224 -9%
JGIA
2334
Jackson Grant Investment Advisers
Connecticut
$176K
AWM
2335
Abound Wealth Management
Tennessee
$176K +$649 +9 +0.4%
SSG
2336
Summit Securities Group
New York
$175K +$158K +2,190 New
BTC
2337
Bank & Trust Company
Illinois
$163K
SR
2338
Syntax Research
Florida
$163K
KFI
2339
Key Financial Inc
Pennsylvania
$163K +$20.5K +285 +16%
WFA
2340
West Financial Advisors
Iowa
$162K -$78K -1,082 -35%
MAM
2341
Meeder Asset Management
Ohio
$162K -$2.32M -32,171 -94%
TC
2342
Trust Company
Kansas
$160K
CCMI
2343
Creative Capital Management Investments
California
$160K
SOAMC
2344
Spirit of America Management Corp
New York
$160K
HA
2345
Heartland Advisors
Wisconsin
$160K +$144K +2,000 New
A
2346
AlphaQuest
New York
$158K -$13.7K -190 -9%
CCM
2347
Chilton Capital Management
Texas
$157K -$305K -4,224 -68%
BFPW
2348
BOK Financial Private Wealth
Colorado
$155K
JEST
2349
JTC Employer Solutions Trustee
Jersey
$153K
SWP
2350
Strategic Wealth Partners
Ohio
$153K +$137K +1,907 New

WFC Hedge Fund Activity: Q2 2025 in Review

2,627 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2025, worth a combined $199B — up 10% from $181B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new WFC positions and 120 closed out — a net gain of 110 holders — while 1,081 added to existing stakes and 950 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $719M. The largest seller was Millennium Management, cutting an estimated $568M.

  • 2,627 institutional investors held Wells Fargo (WFC) as of Q2 2025, up from 2,552 in Q1 2025.
  • Funds reported $199B of Wells Fargo stock for Q2 2025, up 10% quarter-over-quarter.
  • 230 funds opened new Wells Fargo positions in Q2 2025 and 120 closed out, a net change of +110 holders.
  • The largest Wells Fargo buyer in Q2 2025 was Capital Research Global Investors, an estimated $719M added.
  • The largest Wells Fargo seller in Q2 2025 was Millennium Management, an estimated $568M sold.

Based on aggregated 13F filings for Q2 2025.