We are live on ! Find out more
WFC icon

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
BFF
1826
Byrne Financial Freedom
Massachusetts
$413K
VSQM
1827
V-Square Quantitative Management
Illinois
$413K +$113K +1,567 +44%
SSA
1828
Sierra Summit Advisors
Nevada
$412K
MAG
1829
Mokosak Advisory Group
Iowa
$412K +$1.73K +24 +0.5%
OIS
1830
OneAscent Investment Solutions
Alabama
$411K -$16.7K -232 -4%
AG
1831
AmeriFlex Group
Nevada
$410K -$30.4K -422 -8%
BWA
1832
Burt Wealth Advisors
Maryland
$409K
SSA
1833
Schonfeld Strategic Advisors
New York
$408K -$15.1M -209,444 -98%
BHIA
1834
Birch Hill Investment Advisors
Massachusetts
$407K
SF
1835
Symphony Financial
Texas
$407K +$363K +5,038 New
EL
1836
EWA LLC
Pennsylvania
$407K +$1.51K +21 +0.4%
FFG
1837
Fortem Financial Group
California
$405K -$123K -1,700 -25%
MSAM
1838
Moloney Securities Asset Management
Missouri
$405K -$15.3K -212 -4%
WH
1839
Willner & Heller
California
$405K +$1.95K +27 +0.5%
SL
1840
Sentinus LLC
Illinois
$402K +$16.6K +230 +5%
WAM
1841
Walker Asset Management
Missouri
$401K +$1.66K +23 +0.5%
QOP
1842
Quinn Opportunity Partners
Virginia
$401K -$3.13M -43,471 -90%
MJP
1843
Michael J. Puzo
$401K
RL
1844
Ruffer LLP
United Kingdom
$401K
SHGA
1845
Sand Hill Global Advisors
California
$400K +$721 +10 +0.2%
GSWM
1846
Golden State Wealth Management
California
$400K -$5.77K -80 -2%
QFA
1847
Quantum Financial Advisors
California
$400K -$288 -4 -0.1%
MWM
1848
Maripau Wealth Management
Indiana
$400K +$43.3K +600 +14%
KW
1849
KWB Wealth
California
$398K -$14.1K -195 -3%
BMCM
1850
Bryn Mawr Capital Management
Pennsylvania
$398K +$36.8K +511 +11%

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.