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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
IA
2576
IFS Advisors
Kansas
$9.45K
CWA
2577
Carolina Wealth Advisors
South Carolina
$9.05K
EWA
2578
EQ Wealth Advisors
Texas
$8.97K
MAS
2579
MPWM Advisory Solutions
Georgia
$8.71K -$1.73K -24 -18%
GFL
2580
Granite FO LLC
New Hampshire
$8.65K
DWM
2581
Darwin Wealth Management
Florida
$8.61K
LFA
2582
LGT Financial Advisors
Texas
$8.57K +$7.71K +107 New
DFA
2583
DHJJ Financial Advisors
Illinois
$8.41K
EAM
2584
Eukles Asset Management
Ohio
$8.09K
HFS
2585
Hopwood Financial Services
Virginia
$8.01K
MBFW
2586
Morton Brown Family Wealth
Pennsylvania
$8.01K
TLA
2587
Tanglewood Legacy Advisors
Texas
$8.01K
TFM
2588
TFC Financial Management
Massachusetts
$7.45K -$2.16K -30 -24%
SC
2589
Stephens Consulting
Michigan
$7.45K +$6.71K +93 New
BFS
2590
Burkett Financial Services
South Carolina
$7.28K +$72 +1 +1%
KWM
2591
Kiker Wealth Management
Georgia
$7.19K -$3.25K -45 -33%
PWA
2592
Provenance Wealth Advisors
Florida
$7.13K
PWM
2593
Parkworth Wealth Management
California
$6.57K +$3.53K +49 +148%
STB
2594
S&T Bank
Pennsylvania
$6.25K +$3.39K +47 +152%
GJIA
2595
Glass Jacobson Investment Advisors
Maryland
$5.99K -$124K -1,720 -96%
CFFP
2596
Center for Financial Planning
Michigan
$5.93K
WA
2597
WestEnd Advisors
North Carolina
$5.77K -$1.8K -25 -26%
CF
2598
Conquis Financial
California
$5.77K
CIM
2599
Contravisory Investment Management
Massachusetts
$5.69K -$1.73K -24 -25%
MPW
2600
MASECO Private Wealth
$5.43K +$4.9K +68 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.