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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
SFC
2701
Strategic Financial Concepts
Texas
-$300K -4,174 Closed
BWMG
2702
Barnes Wealth Management Group
California
-$283K -3,944 Closed
DCM
2703
Donaldson Capital Management
Indiana
-$281K -3,919 Closed
GWMI
2704
Guardian Wealth Management (Illinois)
Illinois
-$277K -3,858 Closed
DO
2705
denkapparat Operations
Germany
-$274K -3,810 Closed
CCG
2706
Catalina Capital Group
California
-$255K -3,554 Closed
WG
2707
Wealth Group
North Carolina
-$255K -3,554 Closed
WAL
2708
W Advisors LLC
Tennessee
-$253K -3,531 Closed
LSWP
2709
Liberty Square Wealth Partners
Pennsylvania
-$249K -3,465 Closed
NJBEST
2710
New Jersey Better Educational Savings Trust
New Jersey
-$244K -3,398 Closed
BPAMU
2711
BTG Pactual Asset Management US
New York
-$239K -3,335 Closed
BFA
2712
Buttonwood Financial Advisors
Maryland
-$238K -3,315 Closed
IWP
2713
Invenio Wealth Partners
Florida
-$233K -3,248 Closed
PA
2714
PharVision Advisers
Florida
-$225K -3,137 Closed
CWA
2715
CM Wealth Advisors
Ohio
-$223K -3,110 Closed
GL
2716
GHE LLC
Tennessee
-$217K -3,028 Closed
BL
2717
Balentine LLC
Georgia
-$214K -2,984 Closed
IW
2718
Instrumental Wealth
Florida
-$207K -2,963 Closed
FA
2719
FDx Advisors
Illinois
-$212K -2,958 Closed
ZF
2720
Zhang Financial
Michigan
-$212K -2,954 Closed
LMKC
2721
L.M. Kohn & Company
Ohio
-$204K -2,836 Closed
MWM
2722
MGB Wealth Management
Texas
-$202K -2,819 Closed
SFGP
2723
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$169K -2,360 Closed
AIM
2724
Acropolis Investment Management
Missouri
-$153K -2,133 Closed
GFPC
2725
Global Financial Private Client
Florida
-$152K -2,118 Closed

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.