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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
CTWM
2076
Cherry Tree Wealth Management
Minnesota
$287K
FHA
2077
Flagship Harbor Advisors
Massachusetts
$286K +$12K +166 +5%
BW
2078
BIP Wealth
Georgia
$286K -$144K -1,996 -36%
OPWM
2079
Oregon Pacific Wealth Management
Oregon
$284K +$3.25K +45 +1%
BW
2080
BXM Wealth
Colorado
$284K +$19.4K +269 +8%
WI
2081
Wedgewood Investors
Pennsylvania
$284K -$10.2K -141 -4%
FFA
2082
Fi3 Financial Advisors
Indiana
$281K -$38.3K -531 -13%
CIS
2083
Custom Index Systems
New York
$280K
TLFA
2084
True Link Financial Advisors
California
$280K -$111K -1,542 -31%
DP
2085
Denver PWM
Colorado
$280K +$252K +3,496 New
HBW
2086
Hazlett, Burt & Watson
West Virginia
$280K -$38.9K -539 -13%
MWM
2087
McMill Wealth Management
Nebraska
$280K +$865 +12 +0.3%
RIA
2088
Regal Investment Advisors
Michigan
$280K -$31.7K -439 -11%
NG
2089
Northstar Group
New York
$278K
SFC
2090
Sprinkle Financial Consultants
Colorado
$278K
JWM
2091
JGP Wealth Management
Oregon
$278K +$72 +1 +0%
SIC
2092
SFE Investment Counsel
California
$278K +$4.9K +68 +2%
PWP
2093
Phillips Wealth Planners
Mississippi
$278K +$245K +3,403 New
FIB
2094
First Interstate Bank
Montana
$277K -$1.73K -24 -0.7%
OWA
2095
Octavia Wealth Advisors
Ohio
$277K -$27.9K -387 -10%
ATS
2096
Ashton Thomas Securities
New York
$277K -$19.7K -273 -7%
ANB
2097
Amarillo National Bank
Texas
$276K
TNBTD
2098
Trustmark National Bank Trust Department
Mississippi
$276K -$31K -430 -11%
PAG
2099
Powers Advisory Group
Illinois
$275K -$1.3K -18 -0.5%
LA
2100
Lifeworks Advisors
Michigan
$275K +$10.5K +145 +4%

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.