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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
MCM
1701
Mengis Capital Management
Oregon
$502K -$21.6K -299 -5%
CLOS
1702
Compagnie Lombard Odier SCmA
Switzerland
$501K
SFP
1703
SwitchPoint Financial Planning
Utah
$500K +$3.17K +44 +0.7%
RWA
1704
Redhawk Wealth Advisors
Minnesota
$500K +$937 +13 +0.2%
LB
1705
Legacy Bridge
Iowa
$499K
ZIG
1706
Zullo Investment Group
Pennsylvania
$498K -$7.86K -109 -2%
TIA
1707
Traphagen Investment Advisors
New Jersey
$498K -$16.5K -229 -4%
BWAM
1708
Boyd Watterson Asset Management
Ohio
$498K -$2.31K -32 -0.5%
WPA
1709
Wealth Preservation Advisors
Tennessee
$498K +$1.3K +18 +0.3%
VCM
1710
Versant Capital Management
Arizona
$498K -$215K -2,975 -32%
TGAM
1711
TBH Global Asset Management
Tennessee
$498K -$16.2K -224 -3%
HIG
1712
Heritage Investment Group
Florida
$497K
PCP
1713
Perbak Capital Partners
United Kingdom
$497K +$447K +6,199 New
AB
1714
Atlas Brown
Kentucky
$496K -$43.9K -609 -9%
JCM
1715
Jacobsen Capital Management
Utah
$496K +$49.6K +688 +13%
FNBTCON
1716
First National Bank & Trust Co of Newtown
Pennsylvania
$495K
MW
1717
Maia Wealth
Colorado
$495K -$108K -1,492 -19%
CMAI
1718
Capital Management Associates Inc
Minnesota
$494K +$178K +2,464 +67%
AA
1719
Alpha Advisors
Virginia
$493K -$24.7K -342 -5%
KSWA
1720
Kathleen S. Wright Associates
Pennsylvania
$493K -$72.1K -1,000 -14%
MFC
1721
Morris Financial Concepts
South Carolina
$492K
NG
1722
Novem Group
New York
$491K +$26.2K +364 +6%
AWA
1723
Alaska Wealth Advisors
Alaska
$490K +$5.7K +79 +1%
BWP
1724
Baldwin Wealth Partners
Massachusetts
$489K -$150K -2,078 -25%
KCFA
1725
Key Client Fiduciary Advisors
New Jersey
$488K -$2.52K -35 -0.6%

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.