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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
KA
1351
Kovack Advisors
Florida
$929K -$7.64K -106 -0.9%
MAWA
1352
Moss Adams Wealth Advisors
Washington
$929K -$9.88K -137 -1%
TSS
1353
Two Sigma Securities
New York
$926K +$833K +11,558 New
CCWM
1354
Correct Capital Wealth Management
Missouri
$926K
JFL
1355
Jarislowsky, Fraser Ltd
Quebec, Canada
$921K
CCG
1356
Coastwise Capital Group
California
$921K -$3.75K -52 -0.5%
KTC
1357
Kentucky Trust Company
Kentucky
$919K
AIA
1358
AIMZ Investment Advisors
California
$919K
ATFA
1359
All Terrain Financial Advisors
Minnesota
$919K +$105K +1,463 +15%
SYBT
1360
Stock Yards Bank & Trust
Kentucky
$915K -$54.2K -752 -6%
HFO
1361
Heritage Family Offices
Arizona
$911K
RWA
1362
River Wealth Advisors
Pennsylvania
$911K -$2.09K -29 -0.3%
KJWM
1363
Kiley Juergens Wealth Management
Washington
$909K -$2.02K -28 -0.2%
HWA
1364
HCR Wealth Advisors
California
$907K -$6.13K -85 -0.7%
GC
1365
GatePass Capital
Ohio
$906K +$1.08K +15 +0.1%
EW
1366
Element Wealth
Mississippi
$905K -$40.1K -556 -5%
NRI
1367
NFP Retirement Inc
California
$905K
LWM
1368
Liberty Wealth Management
California
$905K +$814K +11,294 New
DBIA
1369
Dumont & Blake Investment Advisors
New Jersey
$904K +$5.19K +72 +0.6%
WCM
1370
Winebrenner Capital Management
Kentucky
$904K
WA
1371
Wealth Alliance
New York
$904K +$28.4K +394 +4%
NIA
1372
NBZ Investment Advisors
Tennessee
$903K
FFM
1373
Flagstone Financial Management
Nebraska
$901K -$12.1K -168 -1%
TFO
1374
Tarbox Family Office
California
$900K -$865 -12 -0.1%
IWA
1375
IVC Wealth Advisors
Pennsylvania
$897K -$112K -1,559 -12%

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.