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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
LC
2476
Lavaca Capital
Texas
$49K +$3.6K +50 +9%
AWM
2477
AllSquare Wealth Management
New York
$48.1K
MIFH
2478
Migdal Insurance & Financial Holdings
Israel
$48K -$839K -11,632 -95%
FWM
2479
FSA Wealth Management
Massachusetts
$48K +$72 +1 +0.2%
TIM
2480
Tortoise Investment Management
New York
$47.9K +$10.7K +148 +33%
WCAMG
2481
Woodard & Company Asset Management Group
North Carolina
$47.1K +$42.4K +588 New
HC
2482
Hurley Capital
New York
$46.5K
BAM
2483
Byrne Asset Management
New Jersey
$46.5K +$41.8K +580 New
BC
2484
Barrett & Company
Rhode Island
$46.2K +$7.21K +100 +21%
OWA
2485
Opal Wealth Advisors
New York
$46.1K -$1.59K -22 -4%
MDA
2486
Minot DeBlois Advisors
Massachusetts
$45.7K +$865 +12 +2%
SJIM
2487
St. Johns Investment Management
Florida
$44.3K
AIC
2488
Archer Investment Corporation
Indiana
$43K +$6.13K +85 +19%
VC
2489
Vestor Capital
Illinois
$43K -$19.2M -265,964 -100%
PHK
2490
Point72 Hong Kong
Hong Kong
$42.7K -$784K -10,876 -95%
QWM
2491
Quaker Wealth Management
New Jersey
$42.6K +$38.4K +532 New
PPC
2492
Park Place Capital
Alabama
$42.5K +$1.51K +21 +4%
BCPWM
2493
Bradley & Co Private Wealth Management
Florida
$41.7K
TWD
2494
True Wealth Design
Ohio
$41.5K -$4.11K -57 -10%
BOJHT
2495
Bank of Jackson Hole Trust
Wyoming
$40.5K
RPA
2496
Redwood Park Advisors
California
$40.4K -$35.9K -498 -50%
BTD
2497
BankPlus Trust Department
Mississippi
$40.1K -$38.1K -528 -51%
GWS
2498
Greykasell Wealth Strategies
California
$40.1K
BOTPPF
2499
Board of the Pension Protection Fund
United Kingdom
$40.1K +$36.1K +500 New
FLFS
2500
Family Legacy Financial Solutions
North Carolina
$40.1K +$36.1K +500 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.