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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
IIM
1976
Ipswich Investment Management
Massachusetts
$329K
KFS
1977
Keynote Financial Services
Connecticut
$328K -$9.01K -125 -3%
LCS
1978
Levin Capital Strategies
New York
$328K
AWC
1979
Abundance Wealth Counselors
Pennsylvania
$328K +$72.1K +1,000 +32%
MCA
1980
Magnolia Capital Advisors
Mississippi
$328K +$37.6K +521 +15%
SIG
1981
Sargent Investment Group
Maryland
$328K -$2.52K -35 -0.8%
EC
1982
EdgeRock Capital
Colorado
$327K +$294K +4,083 New
HIMC
1983
Heritage Investors Management Corp
Maryland
$327K +$294K +4,081 New
AMBIA
1984
Allen Mooney & Barnes Investment Advisors
Georgia
$327K -$865 -12 -0.3%
CWM
1985
CarsonAllaria Wealth Management
Illinois
$327K -$5.48K -76 -2%
TSWM
1986
Tyler-Stone Wealth Management
Ohio
$326K -$20.7K -287 -7%
SIM
1987
SSI Investment Management
California
$325K -$202K -2,805 -41%
SCM
1988
Stordahl Capital Management
Colorado
$324K
TFCP
1989
Twin Focus Capital Partners
Massachusetts
$324K
HA
1990
HFG Advisors
Ohio
$324K +$291K +4,038 New
PWM
1991
Power Wealth Management
Georgia
$323K +$42.8K +593 +17%
LI
1992
LifeWealth Investments
Florida
$323K +$291K +4,030 New
PCA
1993
Peddock Capital Advisors
Massachusetts
$322K
CAL
1994
Capital Analysts LLC
Pennsylvania
$322K +$288 +4 +0.1%
JHP
1995
James Hambro & Partners
United Kingdom
$322K
IAG
1996
Investment Advisory Group
Massachusetts
$321K +$58K +804 +25%
TI
1997
tru Independence
Oregon
$321K -$18K -250 -6%
FFA
1998
First Foundation Advisors
California
$321K +$289K +4,003 New
EP
1999
EPIQ Partners
Minnesota
$320K
UBV
2000
United Bank (Virginia)
Virginia
$320K

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.