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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
APW
1526
Austin Private Wealth
Texas
$667K +$108K +1,492 +22%
TA
1527
Tactive Advisors
Florida
$662K +$596K +8,267 New
FMB
1528
Field & Main Bank
Kentucky
$661K -$5.41K -75 -0.9%
TCWA
1529
Turtle Creek Wealth Advisors
Texas
$660K +$594K +8,242 New
AC
1530
ASB Consultores
Florida
$660K +$127K +1,762 +27%
ML
1531
McAdam LLC
Pennsylvania
$658K -$18K -250 -3%
BTWM
1532
Baker Tilly Wealth Management
Wisconsin
$655K +$85.7K +1,188 +17%
CIC
1533
Cutler Investment Counsel
Oregon
$655K
LFA
1534
Lauterbach Financial Advisors
Texas
$654K +$3.17K +44 +0.5%
MAA
1535
Mraz Amerine & Associates
California
$652K +$587K +8,143 New
SCA
1536
Sippican Capital Advisors
Massachusetts
$652K
TCM
1537
Tributary Capital Management
Nebraska
$651K -$7.21K -100 -1%
BW
1538
Basepoint Wealth
Iowa
$650K -$60.9K -845 -9%
VWM
1539
Vermillion Wealth Management
Minnesota
$649K +$1.51K +21 +0.3%
SB
1540
Sunflower Bank
Texas
$648K +$51K +708 +10%
SCM
1541
Sebold Capital Management
Illinois
$645K +$4.04K +56 +0.7%
OWIM
1542
Old West Investment Management
California
$644K
EGA
1543
E&G Advisors
Texas
$644K -$172K -2,379 -23%
ACG
1544
Allen Capital Group
Nebraska
$643K -$29.2K -405 -5%
IF
1545
Integrity Financial
Wyoming
$643K
RWM
1546
RKL Wealth Management
Pennsylvania
$643K -$12K -166 -2%
AAP
1547
Arax Advisory Partners
Colorado
$641K +$133K +1,841 +41%
AA
1548
Auxano Advisors
Washington
$637K -$8.29K -115 -1%
IWA
1549
Icon Wealth Advisors
Texas
$637K -$2.02K -28 -0.4%
WA
1550
Wealthstream Advisors
New York
$636K +$46.9K +650 +9%

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.