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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
POIA
1551
Pin Oak Investment Advisors
Texas
$633K
TF
1552
Trek Financial
Arizona
$632K +$97K +1,346 +21%
CCS
1553
Concentric Capital Strategies
Connecticut
$632K +$569K +7,890 New
CG
1554
CFO4Life Group
Texas
$631K -$82.6K -1,145 -13%
CIA
1555
Cape Investment Advisory
Georgia
$630K +$12.8K +178 +2%
IFWM
1556
Institute for Wealth Management
Colorado
$629K +$361 +5 +0.1%
AF
1557
Atala Financial
California
$629K
FB
1558
First Bancorp
Maine
$628K -$45.9K -636 -8%
WA
1559
Wealth Architects
California
$627K -$26K -361 -4%
VCAM
1560
Van Cleef Asset Management
Ohio
$626K
DTL
1561
Dynamic Technology Lab
Singapore
$626K +$563K +7,814 New
GWANC
1562
Guardian Wealth Advisors (North Carolina)
North Carolina
$626K +$29.7K +412 +6%
BIG
1563
Brookwood Investment Group
Arizona
$622K -$577K -8,004 -51%
EWA
1564
Elevate Wealth Advisory
Georgia
$621K -$519K -7,203 -48%
SIG
1565
Sky Investment Group
Connecticut
$617K
BA
1566
Bridgewater Advisors
New York
$617K +$38.2K +530 +8%
EW
1567
Elyxium Wealth
California
$617K +$39.1K +542 +8%
SAM
1568
Summit Asset Management
Tennessee
$617K +$39.3K +545 +8%
TH
1569
TCTC Holdings
Texas
$616K +$1.23K +17 +0.2%
DE
1570
Diversified Enterprises
Delaware
$616K -$59.3K -822 -10%
DA
1571
Doliver Advisors
Texas
$615K
SIS
1572
Sound Income Strategies
Florida
$614K +$5.05K +70 +0.9%
LI
1573
LRI Investments
Florida
$613K +$69.7K +966 +14%
OWM
1574
OneAscent Wealth Management
Alabama
$613K +$16.9K +234 +3%
WTFG
1575
Wood Tarver Financial Group
Idaho
$611K

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.