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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
C
2376
Covestor
United Kingdom
$123K -$577 -8 -0.5%
SWIM
2377
Smallwood Wealth Investment Management
New Jersey
$121K
ANBT
2378
American National Bank & Trust
Texas
$119K
GWP
2379
Gen-Wealth Partners
Michigan
$119K -$4.4K -61 -4%
CA
2380
Centerpoint Advisors
Massachusetts
$118K +$1.15K +16 +1%
WOSD
2381
WFA of San Diego
California
$117K +$105K +1,460 New
UIA
2382
Ulland Investment Advisors
Minnesota
$115K
BCMLT
2383
Beacon Capital Management LLC (Tennessee)
Tennessee
$115K -$3.97K -55 -4%
CWM
2384
Cranbrook Wealth Management
Michigan
$114K -$8.94K -124 -8%
MMCM
2385
Murphy & Mullick Capital Management
New York
$114K +$216 +3 +0.2%
CB
2386
Community Bank
New York
$113K
SA
2387
SRH Advisors
Kansas
$112K
BA
2388
Bellwether Advisors
Nebraska
$112K +$11.3K +157 +13%
MSWM
2389
Mowery & Schoenfeld Wealth Management
Illinois
$111K
SIC
2390
SJS Investment Consulting
Ohio
$110K -$3.97K -55 -4%
FC
2391
Family CFO
California
$108K
RFG
2392
REAP Financial Group
Texas
$108K +$33.5K +464 +53%
MEG
2393
Millstone Evans Group
Colorado
$108K
NFSG
2394
Newbridge Financial Services Group
Florida
$107K +$80.5K +1,116 +496%
IBOK
2395
Independence Bank of Kentucky
Kentucky
$106K
BHWM
2396
Beaird Harris Wealth Management
Texas
$105K +$7.86K +109 +9%
USB
2397
Union Savings Bank
Connecticut
$104K
TCM
2398
TruNorth Capital Management
Michigan
$104K
TCM
2399
Traub Capital Management
Massachusetts
$103K +$92.6K +1,284 New
CYG
2400
Clean Yield Group
Vermont
$102K

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.