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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
GC
2426
Garde Capital
Washington
$81.5K +$4.25K +59 +6%
ATC
2427
Adirondack Trust Company
New York
$81.2K -$50.5K -700 -41%
CAM
2428
Creekmur Asset Management
Illinois
$80.6K
RAM
2429
Ramirez Asset Management
New York
$80.1K -$10.4K -144 -13%
BGA
2430
Battery Global Advisors
Massachusetts
$80.1K
OA
2431
Operose Advisors
Wisconsin
$80.1K +$72.1K +1,000 New
KFP
2432
Keener Financial Planning
Texas
$80K +$72.1K +1,000 New
BWM
2433
Bernard Wealth Management
Michigan
$79.8K -$3.03K -42 -4%
FDCP
2434
Foster Dykema Cabot & Partners
Massachusetts
$78.4K
IWM
2435
IMG Wealth Management
Florida
$75.3K +$67.8K +940 New
FGC
2436
Financial Gravity Companies
Texas
$74.4K +$66.9K +928 New
WAM
2437
WFA Asset Management
Wisconsin
$72.3K +$361 +5 +0.4%
SNB
2438
Security National Bank
Nebraska
$71.8K
OWP
2439
ORG Wealth Partners
Texas
$71.7K +$57.8K +801 +1,014%
CWM
2440
Crowley Wealth Management
Delaware
$71.3K +$361 +5 +0.6%
VFM
2441
Vision Financial Markets
Connecticut
$71.1K +$72 +1 +0.1%
AT
2442
Arlington Trust
Alabama
$70.7K +$28.6K +397 +82%
IRC
2443
Investors Research Corp
Georgia
$70.4K
WA
2444
WPG Advisers
Maryland
$69.7K +$361 +5 +0.6%
SRCM
2445
Signature Resources Capital Management
California
$69.3K +$1.01K +14 +2%
FMP
2446
Financial Management Professionals
Texas
$68.4K +$9.95K +138 +19%
NECFA
2447
New England Capital Financial Advisors
Connecticut
$67.2K
ABWM
2448
Alpine Bank Wealth Management
Colorado
$66.7K
Q1WB
2449
Quest 10 Wealth Builders
Virginia
$66.1K +$505 +7 +0.9%
PWMG
2450
Private Wealth Management Group
New Jersey
$65.7K +$2.02K +28 +4%

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.