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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
ME
2351
McIlrath & Eck
Washington
$153K +$288 +4 +0.2%
GEA
2352
Glen Eagle Advisors
New Jersey
$150K
MWM
2353
MorganRosel Wealth Management
Colorado
$148K +$60.8K +843 +84%
OAM
2354
Ostrum Asset Management
France
$147K -$3.75K -52 -3%
CJH
2355
Christopher J. Hasenberg
Wisconsin
$145K
HWA
2356
Heritage Wealth Advisors
Virginia
$145K
EPIME
2357
Evelyn Partners Investment Management (Europe)
$143K
AA
2358
Addison Advisors
Vermont
$143K +$17.1K +237 +15%
CAM
2359
Clarity Asset Management
Iowa
$143K +$36.4K +505 +40%
NCM
2360
Northwest Capital Management
Oregon
$140K -$11.2K -155 -8%
HDIM
2361
Hanson & Doremus Investment Management
Vermont
$140K
SAM
2362
Sherman Asset Management
California
$139K
BHWM
2363
Bay Harbor Wealth Management
Maryland
$138K +$6.78K +94 +6%
GCM
2364
Gladius Capital Management
Illinois
$137K -$600K -8,321 -83%
FCT
2365
First Community Trust
Iowa
$137K
RF
2366
Rossby Financial
Florida
$136K +$15.2K +211 +14%
FUBT
2367
First United Bank & Trust
Maryland
$136K
PWM
2368
Proathlete Wealth Management
Florida
$135K
RL
2369
Rogco LP
Oklahoma
$133K
LAMC
2370
Longview Asset Management (California)
California
$132K
OAJ
2371
Ogorek Anthony Joseph
New York
$129K -$31.3K -434 -21%
CHC
2372
City Holding Co
West Virginia
$129K -$17.3K -240 -13%
PWMG
2373
Prestige Wealth Management Group
New Jersey
$129K
HCM
2374
Hollencrest Capital Management
California
$124K
BWL
2375
Bogart Wealth LLC
Virginia
$124K +$16.6K +230 +18%

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.