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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
ACP
2026
Aviance Capital Partners
Florida
$307K -$35K -485 -11%
MFS
2027
Madrona Financial Services
Washington
$307K +$15.3K +212 +6%
PBF
2028
Petix & Botte Financial
California
$307K
FNWA
2029
Financial Network Wealth Advisors
Utah
$307K +$937 +13 +0.3%
CCA
2030
Cottonwood Capital Advisors
Utah
$307K +$216 +3 +0.1%
MCWA
2031
Meadow Creek Wealth Advisors
Georgia
$306K +$10.2K +141 +4%
UWM
2032
United Wealth Management
Virginia
$306K
HWM
2033
HRC Wealth Management
Idaho
$305K +$793 +11 +0.3%
W
2034
Wealthquest
Ohio
$305K +$9.66K +134 +4%
FSCM
2035
Front Street Capital Management
Montana
$305K -$16.2K -225 -6%
DIP
2036
Davis Investment Partners
North Carolina
$305K +$270K +3,738 New
ABLA
2037
Alan B. Lancz & Associates
Ohio
$304K
BC
2038
Brio Consultants
California
$304K
CS
2039
Capital Square
Tennessee
$303K -$57.7K -800 -18%
TTWM
2040
TCV Trust & Wealth Management
Virginia
$303K +$21.6K +300 +9%
GSF
2041
Grove Street Fiduciary
New Hampshire
$302K
NCTC
2042
New Covenant Trust Company
Indiana
$301K -$3.89K -54 -1%
OWA
2043
Outlook Wealth Advisors
Texas
$301K +$1.37K +19 +0.5%
GHA
2044
Granite Harbor Advisors
Texas
$300K +$30.1K +417 +13%
DWM
2045
DecisionMap Wealth Management
Virginia
$300K +$270K +3,742 New
VFG
2046
Victory Financial Group
Texas
$299K -$5.34K -74 -2%
KA
2047
Klingman & Associates
New York
$299K +$269K +3,734 New
FOA
2048
Five Oceans Advisors
California
$298K -$36.4K -505 -12%
XSC
2049
X-Square Capital
Puerto Rico
$298K -$10.7K -149 -4%
IWA
2050
IBEX Wealth Advisors
New Jersey
$297K -$796K -11,037 -75%

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.