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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
TCM
1601
Tradewinds Capital Management
Washington
$589K -$27.6K -383 -5%
NP
1602
Nilsine Partners
Colorado
$588K -$44.7K -620 -8%
PCI
1603
Pacifica Capital Investments
Texas
$588K
BAS
1604
Brueske Advisory Services
Washington
$588K +$2.67K +37 +0.5%
WCG
1605
Weaver Consulting Group
California
$587K +$3.97K +55 +0.8%
PWA
1606
Physician Wealth Advisors
Utah
$585K +$13.8K +192 +3%
FFP
1607
FourThought Financial Partners
Florida
$585K +$161K +2,228 +44%
CC
1608
Copperleaf Capital
North Carolina
$584K +$236K +3,271 +81%
HI
1609
Humankind Investments
New York
$584K -$80K -1,109 -13%
LA
1610
Lakeside Advisors
Washington
$583K
VP
1611
Verum Partners
North Carolina
$582K +$9.23K +128 +2%
FA
1612
Fermata Advisors
California
$582K -$396K -5,488 -43%
SMA
1613
Seven Mile Advisory
New Jersey
$582K +$17.6K +244 +3%
MCC
1614
Money Concepts Capital
Florida
$582K -$7.86K -109 -1%
DC
1615
Defender Capital
North Carolina
$581K
RDWM
1616
Red Door Wealth Management
Tennessee
$580K +$15.6K +216 +3%
CWM
1617
Connecticut Wealth Management
Connecticut
$579K -$16.3K -226 -3%
WDL
1618
Well Done LLC
Michigan
$579K -$7.28K -101 -1%
AFT
1619
Alpha Family Trust
California
$578K
LA
1620
LVW Advisors
New York
$578K +$33.2K +461 +7%
OAM
1621
Occidental Asset Management
California
$575K -$9.01K -125 -2%
BOSSRA
1622
B.O.S.S. Retirement Advisors
Utah
$575K +$70.5K +978 +16%
MA
1623
MCF Advisors
Kentucky
$574K -$18K -250 -3%
SFB
1624
STAR Financial Bank
Indiana
$573K -$23.6K -328 -4%
MAG
1625
MRA Advisory Group
New Jersey
$572K +$252K +3,493 +96%

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.