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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
BWP
1501
BlueStem Wealth Partners
Minnesota
$696K +$11.4K +158 +2%
DLA
1502
Douglas Lane & Associates
New York
$692K +$131K +1,817 +27%
CA
1503
Capital Advantage
California
$692K +$101K +1,399 +19%
VWM
1504
Venturi Wealth Management
Texas
$692K +$15.1K +209 +2%
PL
1505
Perpetual Ltd
Australia
$690K -$209K -2,902 -25%
AFP
1506
Ausdal Financial Partners
Iowa
$687K -$248K -3,445 -29%
Legacy Financial Group (Iowa)
1507
Legacy Financial Group (Iowa)
Iowa
$685K -$35.6K -494 -5%
ISFAN
1508
Investor's Fiduciary Advisor Network
Washington
$683K +$616K +8,537 New
CPA
1509
Capital Performance Advisors
California
$682K +$47.2K +654 +8%
SIM
1510
Sentry Investment Management
Wisconsin
$679K
ICP
1511
Interchange Capital Partners
Pennsylvania
$678K +$29.9K +415 +5%
EA
1512
Everpar Advisors
Oklahoma
$678K +$86.2K +1,195 +16%
AAS
1513
Ameritas Advisory Services
Nebraska
$677K -$754K -10,460 -55%
SSWM
1514
Sheets Smith Wealth Management
North Carolina
$677K -$136K -1,882 -18%
LCWP
1515
Legacy Capital Wealth Partners
Arkansas
$676K -$5.7K -79 -0.9%
AMG
1516
Advisors Management Group
Wisconsin
$676K -$22.7K -315 -4%
BFC
1517
Bedel Financial Consulting
Indiana
$676K -$45.5K -631 -7%
HBS
1518
Howard Bailey Securities
Indiana
$676K -$72 -1 -0%
AWM
1519
Aprio Wealth Management
Georgia
$675K +$195K +2,698 +47%
EGA
1520
Eagle Global Advisors
Texas
$674K
VA
1521
Valmark Advisers
Ohio
$673K -$361 -5 -0.1%
BWM
1522
Baron Wealth Management
Michigan
$672K +$102K +1,408 +20%
CA
1523
Claro Advisors
Massachusetts
$671K -$598K -8,298 -50%
SCP
1524
Sivia Capital Partners
California
$671K -$2.02K -28 -0.3%
NL
1525
NWAM LLC
Washington
$668K -$36.9K -512 -6%

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.