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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
BJL
626
Brighton Jones LLC
Washington
$5.54M +$185K +2,570 +4%
RBA
627
Richard Bernstein Advisors
New York
$5.54M -$5.12K -71 -0.1%
AWM
628
Axxcess Wealth Management
California
$5.52M +$1.31M +18,124 +36%
WSFS
629
Wilmington Savings Fund Society
Delaware
$5.5M -$26.6K -369 -0.5%
SCM
630
SCS Capital Management
Massachusetts
$5.48M +$2.02M +27,952 +69%
PFGIA
631
Patriot Financial Group Insurance Agency
Massachusetts
$5.36M +$596K +8,261 +14%
BFS
632
Bradley Foster & Sargent
Connecticut
$5.33M +$44.7K +620 +0.9%
MAS
633
Meeder Advisory Services
Ohio
$5.27M +$66.1K +917 +1%
PFPT
634
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.25M -$80.2K -1,112 -2%
DWP
635
Daymark Wealth Partners
Ohio
$5.22M -$96.3K -1,336 -2%
Bessemer Group
636
Bessemer Group
New Jersey
$5.21M +$57.8K +802 +1%
FTWA
637
Fifth Third Wealth Advisors
Ohio
$5.21M +$815K +11,305 +21%
RVM
638
Robinson Value Management
Texas
$5.16M -$31.5K -437 -0.7%
MA
639
Montag & Associates
Georgia
$5.13M +$986K +13,682 +27%
OC
640
Oppenheimer & Co
New York
$5.13M -$195K -2,710 -4%
CCM
641
Cinctive Capital Management
New York
$5.12M -$11.8M -164,102 -72%
CCM
642
Coldstream Capital Management
Washington
$5.1M +$835K +11,578 +22%
CAG
643
Crestwood Advisors Group
Massachusetts
$5.09M -$34.9K -484 -0.8%
WC
644
Waterloo Capital
Texas
$5.08M +$213K +2,961 +5%
FNA
645
First National Advisers
Nebraska
$5.07M -$18K -250 -0.4%
S
646
SignatureFD
Georgia
$5.06M +$73.5K +1,019 +2%
SCM
647
Stevens Capital Management
Pennsylvania
$5M +$2.17M +30,093 +93%
OFS
648
Oldfather Financial Services
Nebraska
$4.95M +$2.52K +35 +0.1%
BW
649
Balance Wealth
Ohio
$4.93M -$21.1K -293 -0.5%
BP
650
BWM Planning
Texas
$4.89M +$73.5K +1,020 +2%

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.