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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
CL
1576
COWA LLC
Oklahoma
$611K +$59.3K +823 +12%
ZI
1577
ZEGA Investments
Florida
$611K +$550K +7,623 New
CB
1578
Cadence Bank
Mississippi
$610K +$45.7K +634 +9%
IIC
1579
Ironwood Investment Counsel
Arizona
$610K -$28.5K -395 -5%
DWM
1580
DKM Wealth Management
California
$608K +$144 +2 +0%
PSP
1581
Principal Street Partners
Tennessee
$608K +$252K +3,498 +85%
SIAG
1582
Safeguard Investment Advisory Group
California
$607K -$23.6K -328 -4%
CCWM
1583
Cassaday & Co Wealth Management
Virginia
$607K +$31.7K +439 +6%
WA
1584
Waddell & Associates
Tennessee
$607K -$44.8K -621 -8%
BWM
1585
BigSur Wealth Management
Florida
$605K
MFG
1586
Mosaic Financial Group
Illinois
$604K +$1.08K +15 +0.2%
MFG
1587
Magnus Financial Group
New York
$598K +$144 +2 +0%
TCM
1588
Triumph Capital Management
Colorado
$598K -$105K -1,450 -16%
GAA
1589
Global Assets Advisory
Florida
$597K +$529K +7,330 New
PMWMG
1590
Parr McKnight Wealth Management Group
Minnesota
$597K
CA
1591
Cornerstone Advisory
Maryland
$596K +$10.1K +140 +2%
BFG
1592
Bouchey Financial Group
New York
$595K -$1.8K -25 -0.3%
BLC
1593
Brown, Lisle/Cummings
Rhode Island
$595K +$72 +1 +0%
RAM
1594
Readystate Asset Management
Illinois
$594K +$535K +7,419 New
ST
1595
Spinnaker Trust
Maine
$593K
BPW
1596
Bingham Private Wealth
California
$593K +$37.6K +521 +8%
BCCM
1597
Bridge Creek Capital Management
Massachusetts
$593K
SOAG
1598
Silver Oak Advisory Group
Oregon
$590K +$532K +7,374 New
FCIM
1599
Fairview Capital Investment Management
California
$589K
FI
1600
Financial Insights
Washington
$589K

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.