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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
AIM
1451
Athena Investment Management
California
$757K -$3.25K -45 -0.5%
HFM
1452
Hartford Financial Management
Connecticut
$755K -$12.1K -168 -2%
BFO
1453
Biltmore Family Office
North Carolina
$755K -$14.4K -200 -2%
HP
1454
Holistic Planning
Texas
$752K +$135K +1,873 +25%
SEIA
1455
Signature Estate & Investment Advisors
California
$749K +$61.9K +859 +10%
VWA
1456
Visionary Wealth Advisors
Illinois
$748K +$280K +3,887 +71%
T
1457
Transce3nd
Texas
$747K +$38K +527 +6%
CAS
1458
CTC Alternative Strategies
Illinois
$744K +$345K +4,780 +106%
NFC
1459
Northstar Financial Companies
Pennsylvania
$743K +$14K +194 +2%
IHWM
1460
Iron Horse Wealth Management
Iowa
$743K -$43.2K -599 -6%
ZBNA
1461
Zions Bancorporation, National Association
Utah
$743K +$77K +1,068 +13%
NNPTE
1462
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$742K -$1.4M -19,362 -68%
RCG
1463
Regatta Capital Group
California
$741K -$3.17K -44 -0.5%
SIA
1464
SGL Investment Advisors
Montana
$738K +$355K +4,921 +119%
OL
1465
OneFund LLC
Florida
$735K -$4.97K -69 -0.7%
SWA
1466
Stratos Wealth Advisors
Ohio
$732K +$6.06K +84 +0.9%
ADL
1467
Asset Dedication LLC
California
$732K +$347K +4,810 +111%
BEW
1468
Burton Enright Welch
California
$731K +$170K +2,357 +35%
RMDI
1469
R.M. Davis Inc
Maine
$729K -$54.2K -752 -8%
1WM
1470
1900 Wealth Management
Texas
$728K +$22.1K +307 +3%
PWM
1471
Pines Wealth Management
North Carolina
$726K +$163K +2,263 +35%
EWM
1472
Evermay Wealth Management
Virginia
$726K +$28.8K +400 +5%
CWG
1473
Crown Wealth Group
North Carolina
$726K -$3.39K -47 -0.5%
CFA
1474
Cahill Financial Advisors
Minnesota
$725K +$1.15K +16 +0.2%
AA
1475
Advisory Alpha
Michigan
$725K +$76.6K +1,063 +13%

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.