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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
HI
901
Harbour Investments
Wisconsin
$2.42M +$103K +1,422 +5%
ECM
902
Evergreen Capital Management
Washington
$2.41M +$33.5K +465 +2%
SGDR
903
SPX Gestao de Recursos
Brazil
$2.4M +$2.16M +30,000 New
SCA
904
Snowden Capital Advisors
New York
$2.4M +$241K +3,347 +13%
PP
905
Pacifica Partners
Canada
$2.4M +$32.8K +455 +2%
TSWM
906
Triangle Securities Wealth Management
North Carolina
$2.4M -$339K -4,708 -14%
XWM
907
Xcel Wealth Management
Florida
$2.39M +$22.1K +306 +1%
YIA
908
YHB Investment Advisors
Connecticut
$2.39M -$155K -2,153 -7%
CAS
909
Coppell Advisory Solutions
Texas
$2.39M -$404K -5,603 -16%
CSP
910
Cary Street Partners
Virginia
$2.39M +$1.17M +16,239 +120%
RF
911
Roxbury Financial
New Jersey
$2.38M -$18K -249 -0.8%
SWM
912
Shelton Wealth Management
Texas
$2.38M +$1.51K +21 +0.1%
LCM
913
Laurion Capital Management
New York
$2.38M +$2.14M +29,660 New
TWM
914
Tradition Wealth Management
Minnesota
$2.37M -$58.3K -809 -3%
EWM
915
Empirical Wealth Management
Washington
$2.37M +$57.6K +799 +3%
NRS
916
Neville Rodie & Shaw
New York
$2.37M -$276K -3,821 -11%
SVWAG
917
Sound View Wealth Advisors Group
Georgia
$2.37M +$1.6M +22,176 +301%
LKIM
918
Lawson Kroeker Investment Management
Nebraska
$2.36M +$128K +1,771 +6%
MPWT
919
MassMutual Private Wealth & Trust
Connecticut
$2.34M +$33.3K +462 +2%
CAM
920
Carret Asset Management
New York
$2.33M -$44K -610 -2%
AA
921
Argent Advisors
Louisiana
$2.32M +$22.8K +316 +1%
DWM
922
Diversify Wealth Management
Utah
$2.32M -$37.8K -524 -2%
PWAM
923
Private Wealth Asset Management
Iowa
$2.31M -$189K -2,626 -8%
USCWA
924
U.S. Capital Wealth Advisors
Texas
$2.31M +$19.5K +270 +0.9%
SIA
925
Sit Investment Associates
Minnesota
$2.3M +$2.07M +28,700 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.