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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
WCM
2126
Washington Capital Management
Washington
$264K
UBG
2127
United Bank (Georgia)
Georgia
$264K -$4.62K -64 -2%
HWMG
2128
Hurlow Wealth Management Group
Indiana
$264K
PS
2129
Planned Solutions
California
$264K -$10.8K -150 -4%
RA
2130
Rise Advisors
New York
$263K -$6.13K -85 -3%
BSB
2131
Bangor Savings Bank
Maine
$263K -$2.38K -33 -1%
HA
2132
HC Advisors
Georgia
$263K -$51.6K -715 -18%
HC
2133
Hara Capital
Washington
$262K
FWM
2134
Finer Wealth Management
Massachusetts
$262K -$4.47K -62 -2%
RC
2135
Rovin Capital
Arizona
$261K +$433 +6 +0.2%
PCMC
2136
Paragon Capital Management (Colorado)
Colorado
$261K
BIG
2137
Builder Investment Group
Georgia
$260K
HWA
2138
Heartwood Wealth Advisors
Virginia
$260K +$234K +3,244 New
FWA
2139
FSM Wealth Advisors
Ohio
$259K +$227K +3,151 New
HPM
2140
Hoxton Planning & Management
West Virginia
$259K +$649 +9 +0.3%
NPT
2141
Nixon Peabody Trust
Massachusetts
$259K +$233K +3,236 New
SFA
2142
Souders Financial Advisors
Ohio
$259K +$233K +3,233 New
VCM
2143
Vivaldi Capital Management
Illinois
$259K +$11.9K +165 +5%
CFA
2144
Capstone Financial Advisors
Illinois
$259K +$72 +1 +0%
NWA
2145
Navis Wealth Advisors
New York
$258K +$233K +3,225 New
CWA
2146
Canvas Wealth Advisors
Kansas
$258K +$224K +3,109 New
PCM
2147
Penserra Capital Management
California
$257K -$40.3K -559 -15%
EFG
2148
Embree Financial Group
Illinois
$257K +$5.7K +79 +3%
SPI
2149
Sutton Place Investors
New York
$256K +$231K +3,201 New
CIA
2150
Caledonia Investments (Australia)
Australia
$256K

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.