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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
BI
1951
Ballast Inc
Kentucky
$344K -$101K -1,395 -25%
AWM
1952
Ameliora Wealth Management
Switzerland
$344K
DWM
1953
Destination Wealth Management
California
$344K -$35.7K -495 -10%
IA
1954
IFG Advisors
Missouri
$343K +$72 +1 +0%
MHR
1955
Matthew Hamilton Rosenberg
$343K +$114K +1,584 +59%
CCIA
1956
Cherry Creek Investment Advisors
Colorado
$343K
GIA
1957
Guyasuta Investment Advisors
Pennsylvania
$341K +$18.2K +252 +6%
CWM
1958
Chesapeake Wealth Management
Virginia
$340K -$7.21K -100 -2%
VV
1959
Verity & Verity
South Carolina
$339K
AIM
1960
Avity Investment Management
Connecticut
$339K -$39.7K -550 -12%
WAM
1961
Weinberger Asset Management
California
$338K -$3.6K -50 -1%
CWM
1962
Centurion Wealth Management
Virginia
$338K +$5.62K +78 +2%
CPC
1963
Consolidated Planning Corp
Georgia
$338K
RBC
1964
Romano Brothers & Co
Illinois
$337K
WMA
1965
West Michigan Advisors
Michigan
$335K +$793 +11 +0.3%
LFA
1966
Laraway Financial Advisors
Minnesota
$335K
LWCFA
1967
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$334K -$15.6K -216 -5%
GBT
1968
Grove Bank & Trust
Florida
$334K +$8.65K +120 +3%
BBPWM
1969
Blue Bell Private Wealth Management
Pennsylvania
$333K +$2.31K +32 +0.8%
CAG
1970
Centerpoint Advisory Group
Kansas
$333K
BWP
1971
Bernardo Wealth Planning
Pennsylvania
$333K +$3.89K +54 +1%
EIP
1972
Ellis Investment Partners
Pennsylvania
$333K +$144 +2 +0%
THL
1973
Tillman Hartley LLC
Colorado
$332K
NWM
1974
Northcape Wealth Management
New York
$332K +$78.7K +1,091 +36%
KWM
1975
KFG Wealth Management
Indiana
$330K +$297K +4,123 New

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.