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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
MPM
2051
MBB Public Markets
Illinois
$297K -$60.2K -835 -18%
BMO
2052
Beck Mack & Oliver
New York
$295K -$28.8K -400 -10%
VAG
2053
VisionPoint Advisory Group
Texas
$295K +$265K +3,676 New
TFIPS
2054
Towarzystwo Funduszy Inwestycyjnych PZU SA
$294K +$16.6K +230 +7%
BFA
2055
Beaumont Financial Advisors
Massachusetts
$293K +$38.2K +530 +17%
KOC
2056
Koss-Olinger Consulting
Florida
$293K -$90.7K -1,258 -26%
COFSG
2057
Carbahal Olsen Financial Services Group
California
$293K
PCA
2058
Prosperity Capital Advisors
Ohio
$293K -$41K -569 -13%
RIM
2059
Redwood Investment Management
Arizona
$293K -$198K -2,745 -43%
SI
2060
Saxon Interests
Texas
$293K
MWA
2061
Motive Wealth Advisors
Michigan
$293K +$9.3K +129 +4%
JWS
2062
Juncture Wealth Strategies
Arizona
$292K
AWA
2063
Acorn Wealth Advisors
Michigan
$292K -$7.79K -108 -3%
SWM
2064
Seed Wealth Management
Illinois
$292K
GWSG
2065
GPS Wealth Strategies Group
Colorado
$292K +$1.37K +19 +0.5%
EWM
2066
Endowment Wealth Management
Wisconsin
$291K -$1.59K -22 -0.6%
CF
2067
Convergence Financial
Missouri
$291K +$19.3K +268 +8%
LWA
2068
Lifelong Wealth Advisors
Minnesota
$291K +$7.5K +104 +3%
BFO
2069
Boston Family Office
Massachusetts
$290K
FFC
2070
Frederick Financial Consultants
Maryland
$290K +$60K +832 +30%
EWS
2071
Eagle Wealth Strategies
New Jersey
$288K -$1.44K -20 -0.6%
SF
2072
SWP Financial
California
$288K
RWM
2073
Riverbend Wealth Management
South Carolina
$287K +$258K +3,584 New
WWM
2074
WT Wealth Management
Arizona
$287K +$22.1K +306 +9%
HWMO
2075
Heritage Wealth Management (Ohio)
Ohio
$287K -$27K -375 -9%

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.