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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
GWSA
2601
Global Wealth Strategies & Associates
Colorado
$5.29K -$9.16K -127 -66%
RI
2602
Ridgewood Investments
New Jersey
$4.97K
WOC
2603
West Oak Capital
California
$4.94K -$2.52K -35 -0.6%
EWP
2604
Elevation Wealth Partners
California
$4.81K
PS
2605
PayPay Securities
Japan
$4.81K -$72 -1 -2%
MAM
2606
Marquette Asset Management
Minnesota
$4.65K
OW
2607
Olistico Wealth
Oklahoma
$4.41K
EPW
2608
Evergreen Private Wealth
Colorado
$4.41K +$3.97K +55 New
DAL
2609
Delta Accumulation LLC
California
$4.12K
DI
2610
DAGCO Inc
Ohio
$4.01K
HIA
2611
HFM Investment Advisors
New Jersey
$3.6K +$1.88K +26 +137%
MSFP
2612
Mark Sheptoff Financial Planning
Connecticut
$3.52K +$3.17K +44 New
KHC
2613
Koesten Hirschmann & Crabtree
Kansas
$3.44K +$3.1K +43 New
CAWM
2614
Capital A Wealth Management
Pennsylvania
$2.95K -$6.34K -88 -59%
LWMI
2615
Legacy Wealth Management (Idaho)
Idaho
$2.88K
LIS
2616
Legacy Investment Solutions
Idaho
$2.88K +$2.6K +36 New
FF
2617
Friedenthal Financial
New Jersey
$2.63K +$2.38K +33 New
PWM
2618
Puff Wealth Management
New Jersey
$2.5K +$178K +2,468 +8,814%
NRWA
2619
North Ridge Wealth Advisors
Oregon
$2.4K
DF
2620
DecisionPoint Financial
Arizona
$2.2K +$1.95K +27 New
BFS
2621
Bare Financial Services
Pennsylvania
$2.16K -$937 -13 -33%
DWA
2622
Delos Wealth Advisors
Texas
$2.08K +$1.88K +26 New
VWM
2623
Valley Wealth Managers
New Jersey
$2.08K -$26K -360 -93%
IAS
2624
IMA Advisory Services
Colorado
$1.92K +$1.73K +24 New
PA
2625
Pineridge Advisors
Missouri
$1.2K +$1.08K +15 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.