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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
TFA
2551
Toth Financial Advisory
Virginia
$15.5K
AFG
2552
Albion Financial Group
Utah
$15.3K
BCM
2553
Boreal Capital Management
Florida
$15.2K +$13.7K +190 New
ACM
2554
Anfield Capital Management
California
$15.1K
PS
2555
Pinney & Scofield
Massachusetts
$14.5K
PP
2556
PrairieView Partners
Minnesota
$14K -$7.5K -104 -36%
MAWAG
2557
Mid-American Wealth Advisory Group
Missouri
$13.8K +$12.4K +172 New
PWA
2558
Principia Wealth Advisory
Texas
$13.5K +$2.23K +31 +23%
WCM
2559
WealthTrak Capital Management
Virginia
$12.8K -$8.94K -124 -44%
WWM
2560
Wolff Wiese Magana
California
$12.8K
OLVIG
2561
Oliver Lagore Vanvalin Investment Group
Michigan
$12.6K +$12.6K +175 New
TCA
2562
Trifecta Capital Advisors
Illinois
$12.2K
AEPWM
2563
Atlantic Edge Private Wealth Management
Florida
$12K
SC
2564
Swan Capital
Florida
$12K
GTAM
2565
Global Trust Asset Management
Florida
$11.9K
M
2566
MOTCO
Texas
$11.7K -$19K -263 -64%
RAM
2567
Riggs Asset Management
Pennsylvania
$11.5K
ACA
2568
Atlas Capital Advisors
Wyoming
$10.9K
SC
2569
Solstein Capital
California
$10.9K +$9.81K +136 New
AP
2570
Aspect Partners
Virginia
$10.8K +$72 +1 +0.7%
HFS
2571
Horizon Financial Services
North Carolina
$10.7K +$1.44K +20 +18%
Fuller & Thaler Asset Management
2572
Fuller & Thaler Asset Management
California
$10.6K -$7.27M -100,836 -100%
NRG
2573
Nemes Rush Group
Michigan
$10.6K +$2.02K +28 +27%
BIM
2574
Breakwater Investment Management
Washington
$10.4K
GWM
2575
Gitterman Wealth Management
New Jersey
$9.78K +$8.8K +122 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.