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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
SAM
1626
S.A. Mason
Michigan
$572K +$2.38K +33 +0.5%
LIA
1627
LBMC Investment Advisors
Tennessee
$571K +$24.1K +334 +5%
TAM
1628
Tucker Asset Management
Colorado
$571K +$31.1K +432 +6%
CA
1629
Cambridge Advisors
Nebraska
$570K -$7.14K -99 -1%
PP
1630
Patten & Patten
Tennessee
$569K -$20.7K -287 -4%
MCA
1631
MSH Capital Advisors
Arizona
$569K +$65.3K +905 +15%
MA
1632
MONECO Advisors
Connecticut
$569K +$1.08K +15 +0.2%
CA
1633
Cache Advisors
California
$569K +$512K +7,100 New
DIM
1634
Delta Investment Management
California
$568K +$1.15K +16 +0.2%
AO
1635
Advisor OS
Illinois
$568K +$33.1K +459 +7%
CWS
1636
Confluence Wealth Services
Pennsylvania
$568K
OL
1637
one8zero8 LLC
North Carolina
$568K -$28.8K -400 -5%
VCM
1638
Virtue Capital Management
Tennessee
$567K -$15K -208 -3%
MIC
1639
Means Investment Company
Maine
$566K +$13.2K +183 +3%
TCM
1640
Traynor Capital Management
Pennsylvania
$564K +$15.6K +217 +3%
SFG
1641
SNS Financial Group
Minnesota
$563K +$1.3K +18 +0.3%
LC
1642
Lincoln Capital
Nebraska
$562K +$144 +2 +0%
KA
1643
Kearns & Associates
California
$561K
CT
1644
Coastline Trust
Rhode Island
$559K -$21.5K -298 -4%
SPWM
1645
Spartan Planning & Wealth Management
North Carolina
$558K +$23.8K +330 +5%
WC
1646
Weil Company
California
$557K -$33.1K -459 -6%
SAM
1647
Sawgrass Asset Management
Florida
$556K +$32.2K +447 +7%
CWA
1648
Cornerstone Wealth Advisors
Minnesota
$555K +$165K +2,287 +49%
HWA
1649
HHM Wealth Advisors
Tennessee
$553K
HR
1650
Howe & Rusling
New York
$548K -$28.3K -393 -5%

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.