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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
RWM
2401
RMG Wealth Management
Wisconsin
$101K +$90.4K +1,254 New
TFGT
2402
TS Financial Group (TSFG)
Illinois
$99K -$16.7K -232 -16%
IRAG
2403
Investment Research & Advisory Group
Georgia
$98.1K
AIM
2404
Arcadia Investment Management
Michigan
$97.8K
BONH
2405
Bank of New Hampshire
New Hampshire
$97.7K
MIM
2406
Manitou Investment Management
Ontario, Canada
$97.7K
FFL
2407
Financial Freedom LLC
Ohio
$97K +$361 +5 +0.4%
FMTCOCP
2408
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$97K
FP
2409
Financial Perspectives
Minnesota
$94.8K
OPTFSNA
2410
Old Point Trust & Financial Services N A
Virginia
$94.8K
HC
2411
Hoese & Co
Minnesota
$94.1K +$32.4K +450 +62%
SVCP
2412
Silicon Valley Capital Partners
California
$93.6K -$108K -1,502 -56%
PFG
2413
Putney Financial Group
California
$89.8K -$18K -250 -18%
TC
2414
Truvestments Capital
Florida
$88.9K -$2.11M -29,223 -96%
RJA
2415
Ross\Johnson & Associates
Minnesota
$88.2K -$1.8K -25 -2%
CCM
2416
Carderock Capital Management
Maryland
$88.1K +$79.3K +1,100 New
AWM
2417
Atticus Wealth Management
Florida
$87.7K +$3.17K +44 +4%
HNW
2418
High Note Wealth
Minnesota
$87.3K
OIA
2419
Optimum Investment Advisors
Illinois
$86.2K
CTB
2420
Country Trust Bank
Illinois
$85.6K +$14.4K +200 +23%
FFA
2421
Frazier Financial Advisors
Ohio
$85K -$5.98K -83 -7%
CPG
2422
Cornerstone Planning Group
New Jersey
$84.8K -$11.9K -165 -13%
WIM
2423
Westside Investment Management
California
$84.3K +$53.4K +740 +247%
PW
2424
Pandora Wealth
Illinois
$84.1K
PAI
2425
Pittenger & Anderson Inc
Nebraska
$82.9K

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.