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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
VDI
1901
Vaughan David Investments
Illinois
$370K +$17.6K +244 +6%
RWP
1902
Revolve Wealth Partners
New Jersey
$370K -$9.66K -134 -3%
BFA
1903
Beacon Financial Advisory
Ohio
$368K +$69.3K +961 +26%
CBT
1904
CoreFirst Bank & Trust
Kansas
$367K -$24.5K -340 -7%
SWGC
1905
Summit Wealth Group (Colorado)
Colorado
$367K +$330K +4,579 New
NGA
1906
Naples Global Advisors
Florida
$366K +$329K +4,564 New
PSC
1907
Prentiss Smith & Co
Vermont
$365K
WAAG
1908
Wealth Alliance Advisory Group
Kansas
$365K
TBWA
1909
Three Bridge Wealth Advisors
California
$364K +$327K +4,538 New
IIA
1910
Integral Investment Advisors
California
$364K
TVM
1911
True Vision MN
Minnesota
$363K +$9.95K +138 +3%
NBWM
1912
North Berkeley Wealth Management
California
$361K -$158K -2,186 -33%
NED
1913
Nancy E. Dempze
$361K -$14.4K -200 -4%
SAM
1914
Strategy Asset Managers
California
$360K +$324K +4,498 New
CWM
1915
Concentrum Wealth Management
California
$360K -$4.69K -65 -1%
MA
1916
MKT Advisors
California
$360K -$21.9K -304 -6%
GKIM
1917
GW&K Investment Management
Massachusetts
$360K +$40.4K +561 +14%
Optiver Holding
1918
Optiver Holding
Netherlands
$360K -$11M -151,880 -97%
PWG
1919
Private Wealth Group
Florida
$360K +$23.1K +320 +8%
BHWM
1920
Bar Harbor Wealth Management
New Hampshire
$359K
WPW
1921
Waldron Private Wealth
Pennsylvania
$358K -$14.6K -202 -4%
JWWM
1922
Johnson & White Wealth Management
Pennsylvania
$358K +$1.73K +24 +0.5%
SEP
1923
Southland Equity Partners
Missouri
$358K +$433 +6 +0.1%
OCM
1924
Osterweis Capital Management
California
$357K +$178K +2,464 +124%
OC
1925
Oakworth Capital
Alabama
$356K -$129K -1,790 -29%

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.