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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
MSG
2526
Main Street Group
Virginia
$25.6K
RWA
2527
Redmont Wealth Advisors
Illinois
$25.6K +$17.5K +243 +316%
RS
2528
Rakuten Securities
Japan
$25.5K -$36.8K -511 -62%
AIM
2529
Access Investment Management
Georgia
$25.3K +$22.8K +316 New
NOI
2530
Newton One Investments
Delaware
$24.7K +$144 +2 +0.7%
RWS
2531
Retirement Wealth Solutions
Wisconsin
$24.2K
IMC
2532
Investment Management Corporation
Virginia
$24.2K
RWML
2533
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$24.1K -$6.85K -95 -24%
BCM
2534
Berbice Capital Management
New York
$24K
CIAM
2535
Caitong International Asset Management
Hong Kong
$24K +$20.5K +284 +1,775%
EP
2536
Essential Partners
California
$23.5K +$21.1K +293 New
AWM
2537
Activest Wealth Management
Florida
$23.5K -$39.6K -549 -65%
CMA
2538
Cedar Mountain Advisors
Oregon
$22.8K -$3.25K -45 -14%
BGWM
2539
Bridge Generations Wealth Management
Florida
$22.5K
CCM
2540
Copeland Capital Management
Pennsylvania
$20.7K
DWM
2541
Dogwood Wealth Management
Kansas
$20.2K +$1.23K +17 +7%
CMP
2542
Coston McIsaac & Partners
Maine
$20K
HB
2543
Horizon Bancorp
Indiana
$20K
FCG
2544
Financial Connections Group
California
$19K
KA
2545
Kozak & Associates
Colorado
$18.4K +$72 +1 +0.4%
HIW
2546
Holos Integrated Wealth
Pennsylvania
$18.1K
CWM
2547
Consultiva Wealth Management
Puerto Rico
$16.6K
ICCON
2548
Investment Counsel Company of Nevada
Nevada
$16K
MAFA
2549
MJT & Associates Financial Advisory
Minnesota
$15.9K
TIM
2550
Total Investment Management
Arizona
$15.8K +$14.2K +197 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.