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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
B
2101
BetterWealth
California
$274K
SCA
2102
Scott Capital Advisors
Oregon
$274K +$34K +472 +16%
LWM
2103
Lionshead Wealth Management
New York
$274K -$2.31K -32 -0.9%
BWM
2104
BCS Wealth Management
Tennessee
$274K +$247K +3,420 New
MA
2105
MJP Associates
Connecticut
$274K +$25.3K +351 +11%
CWA
2106
Consilio Wealth Advisors
Washington
$274K +$2.31K +32 +0.9%
CAL
2107
Capital Advisors Ltd
Ohio
$273K +$5.05K +70 +2%
WDG
2108
Wealth Dimensions Group
Ohio
$272K +$11.2K +155 +5%
HIIFS
2109
Harel Insurance Investments & Financial Services
Israel
$272K
SFS
2110
Strategic Financial Services
New York
$272K +$72 +1 +0%
PCM
2111
Princeton Capital Management
New Jersey
$271K +$244K +3,378 New
CAM
2112
Claret Asset Management
Quebec, Canada
$270K
SWRP
2113
Summit Wealth & Retirement Planning
California
$269K
CPCP
2114
Cedar Point Capital Partners
Iowa
$269K +$1.44K +20 +0.6%
TC
2115
Trilogy Capital
California
$268K +$24.3K +337 +11%
PSP
2116
Pacific Sage Partners
Washington
$268K +$5.55K +77 +2%
ALA
2117
Atlas Legacy Advisors
California
$268K -$10.5K -145 -4%
VC
2118
Veery Capital
Delaware
$267K +$22.4K +310 +10%
LWM
2119
LeConte Wealth Management
Tennessee
$267K +$240K +3,328 New
DOA
2120
D'Orazio & Associates
Virginia
$266K -$144 -2 -0.1%
AWA
2121
Aletheian Wealth Advisors
Washington
$266K +$2.96K +41 +1%
SCA
2122
Sandy Cove Advisors
Massachusetts
$266K +$34.7K +481 +17%
TWP
2123
Tempus Wealth Planning
California
$265K +$1.44K +20 +0.6%
PA
2124
Procyon Advisors
Connecticut
$265K -$254K -3,520 -52%
USWIA
2125
UP Strategic Wealth Investment Advisors
Pennsylvania
$264K -$10.1K -140 -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.