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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
WCFA
2001
Walkner Condon Financial Advisors
Wisconsin
$319K +$15.1K +210 +6%
CBB
2002
Citizens Business Bank
California
$319K +$46.5K +645 +19%
FPF
2003
First Pacific Financial
Washington
$319K -$4.76K -66 -2%
1L
2004
10Elms LLP
Oklahoma
$318K +$19.5K +270 +7%
BWS
2005
Buck Wealth Strategies
Colorado
$318K +$50.5K +701 +21%
EIG
2006
Ellenbecker Investment Group
Wisconsin
$318K +$1.44K +20 +0.5%
TW
2007
Towerpoint Wealth
California
$316K
Walleye Capital
2008
Walleye Capital
New York
$316K -$19.8M -275,110 -99%
BIA
2009
Bell Investment Advisors
California
$316K +$83.6K +1,159 +42%
FMN
2010
Financial Management Network
California
$315K +$272K +3,770 New
FSA
2011
Financial Security Advisor
Virginia
$314K +$6.2K +86 +2%
CNB
2012
Camden National Bank
Maine
$314K -$8.44K -117 -3%
PCMN
2013
Paradigm Capital Management (Nevada)
Nevada
$314K
FFG
2014
First Financial Group
North Carolina
$313K -$50.3K -697 -15%
WMP
2015
Wealth Management Partners
Arizona
$313K +$9.23K +128 +3%
NDSI
2016
Newman Dignan & Sheerar Inc
Rhode Island
$313K -$8.94K -124 -3%
VC
2017
Vicus Capital
Pennsylvania
$312K +$1.08K +15 +0.4%
CAM
2018
Cozad Asset Management
Illinois
$311K +$52.4K +727 +23%
FA
2019
Fedenia Advisers
Wisconsin
$311K -$937 -13 -0.3%
TWA
2020
TCI Wealth Advisors
Arizona
$311K -$4.62K -64 -2%
CWA
2021
Centennial Wealth Advisory
Michigan
$310K +$4.4K +61 +2%
CCA
2022
Cooper Capital Advisors
California
$310K
S
2023
Sunpointe
Missouri
$310K +$12.8K +178 +5%
TDC
2024
Thompson Davis & Co
Virginia
$309K +$278K +3,856 New
BOPW
2025
Brandywine Oak Private Wealth
Pennsylvania
$309K -$511K -7,084 -65%

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.