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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
MAWCM
876
Mine & Arao Wealth Creation & Management
California
$2.58M +$361 +5 +0%
SWP
877
Sagespring Wealth Partners
Tennessee
$2.58M +$379K +5,254 +20%
CI
878
Cigna Investments
Connecticut
$2.57M -$73.2K -1,015 -3%
AFW
879
Avantra Family Wealth
Pennsylvania
$2.57M +$104K +1,438 +5%
AA
880
AF Advisors
California
$2.57M
BRWA
881
B. Riley Wealth Advisors
Florida
$2.56M +$2.3M +31,955 New
SCM
882
Silvant Capital Management
Georgia
$2.55M -$40.2K -557 -2%
RFM
883
Royal Fund Management
Florida
$2.53M -$18K -250 -0.8%
AAM
884
Auxier Asset Management
Oregon
$2.53M -$11.5K -160 -0.5%
AWS
885
Atria Wealth Solutions
New York
$2.53M -$4.16M -57,686 -65%
IWM
886
Iams Wealth Management
Nebraska
$2.52M -$182K -2,528 -7%
ACL
887
Applied Capital LLC
Florida
$2.52M +$1.08K +15 +0%
AIC
888
Argus Investors Counsel
New York
$2.52M +$39.8K +552 +2%
JIC
889
Johnson Investment Counsel
Ohio
$2.51M +$84K +1,165 +4%
FCP
890
Fidelis Capital Partners
Florida
$2.51M +$58.5K +812 +3%
BAAM
891
Baker Avenue Asset Management
California
$2.49M +$93.2K +1,292 +4%
WP
892
Westmount Partners
California
$2.49M -$39.7K -551 -2%
TFS
893
Thoroughbred Financial Services
Tennessee
$2.48M -$1.89M -26,223 -46%
SSW
894
Smith Shellnut Wilson
Mississippi
$2.47M
B
895
Bailard
California
$2.47M +$1.27M +17,644 +133%
ZIC
896
ZWJ Investment Counsel
Georgia
$2.47M -$159K -2,211 -7%
GIP
897
Granite Investment Partners
California
$2.45M
SSI
898
Scott & Selber Inc
Texas
$2.44M +$12.3K +170 +0.6%
WGAM
899
Wilkinson Global Asset Management
New York
$2.44M
FRA
900
Frank Rimerman Advisors
California
$2.42M +$494K +6,858 +29%

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.