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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
TPA
1851
Trivium Point Advisory
Connecticut
$398K +$58K +804 +19%
HCMG
1852
Howard Capital Management Group
California
$397K -$36.1K -500 -9%
FFA
1853
Founders Financial Alliance
North Carolina
$396K -$107K -1,479 -23%
CA
1854
CoreCap Advisors
Michigan
$396K -$155K -2,155 -30%
SL
1855
Salomon & Ludwin
Virginia
$395K -$25.5K -353 -7%
RS
1856
R Squared
Hong Kong
$395K +$355K +4,927 New
CD
1857
Chapin Davis
Maryland
$394K -$1.08K -15 -0.3%
KFC
1858
Klingenstein Fields & Co
New York
$394K -$20.8K -288 -6%
CPWA
1859
Cerro Pacific Wealth Advisors
California
$393K +$14.6K +202 +4%
4WM
1860
49 Wealth Management
Texas
$393K +$2.38K +33 +0.7%
S
1861
Sachetta
Massachusetts
$393K +$7.86K +109 +2%
AFA
1862
AA Financial Advisors
Ohio
$392K +$129K +1,791 +58%
SGCA
1863
Steel Grove Capital Advisors
Tennessee
$391K
KNW
1864
Kesler Norman & Wride
Utah
$391K +$1.8K +25 +0.5%
PMFA
1865
Plante Moran Financial Advisors
Michigan
$391K +$865 +12 +0.2%
HIS
1866
Harvest Investment Services
Illinois
$391K +$11.8K +164 +3%
AIA
1867
AssuredPartners Investment Advisors
Florida
$390K -$60.3K -837 -15%
OHWA
1868
Oak Hill Wealth Advisors
Virginia
$389K +$3.17K +44 +0.9%
JWM
1869
Jacksonville Wealth Management
Florida
$389K
BFP
1870
Brewster Financial Planning
New York
$388K +$1.59K +22 +0.5%
SP
1871
Successful Portfolios
Florida
$388K +$72 +1 +0%
MWM
1872
MinichMacGregor Wealth Management
New York
$388K
GA
1873
GFS Advisors
Texas
$386K
ACP
1874
Argyle Capital Partners
California
$385K +$18.9K +262 +6%
BWG
1875
Beta Wealth Group
California
$385K +$7.35K +102 +2%

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.