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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
TBT
2176
Texas Bank & Trust
Texas
$250K +$225K +3,120 New
HGWM
2177
Horst & Graben Wealth Management
Oregon
$250K +$5.34K +74 +2%
SOS
2178
Silver Oak Securities
Tennessee
$250K +$5.41K +75 +2%
VF
2179
Virtu Financial
New York
$249K +$224K +3,112 New
EFG
2180
Ethos Financial Group
Pennsylvania
$248K +$17.8K +247 +9%
FWI
2181
Facet Wealth Inc
Maryland
$248K +$221K +3,071 New
NCMW
2182
Northern Capital Management (Washington)
Washington
$248K +$433 +6 +0.2%
OHWP
2183
Oak Harbor Wealth Partners
North Carolina
$247K +$1.23K +17 +0.6%
BWP
2184
BSW Wealth Partners
Colorado
$247K +$288 +4 +0.1%
SFG
2185
Sunburst Financial Group
Alabama
$247K
SOW
2186
State of Wyoming
Wyoming
$247K -$6.71K -93 -3%
SWM
2187
Sculati Wealth Management
Michigan
$246K
JWM
2188
Jessup Wealth Management
Ohio
$246K -$2.45K -34 -1%
TWP
2189
Triad Wealth Partners
Kansas
$246K +$221K +3,072 New
IPWA
2190
International Private Wealth Advisors
California
$246K +$221K +3,069 New
MHC
2191
May Hill Capital
Massachusetts
$245K +$221K +3,064 New
PCP
2192
Panoramic Capital Partners
Oregon
$245K +$211K +2,925 New
LS
2193
Leelyn Smith
Illinois
$244K
TF
2194
Tompkins Financial
New York
$244K -$144K -2,000 -40%
AA
2195
Apriem Advisors
California
$244K -$2.67K -37 -1%
SHWM
2196
Smith & Howard Wealth Management
Georgia
$244K -$1.44K -20 -0.7%
ARG
2197
Advisory Resource Group
Oklahoma
$243K -$2.74K -38 -1%
GFG
2198
Goldstone Financial Group
Illinois
$243K -$23.2K -322 -10%
HPBT
2199
Hickory Point Bank & Trust
Illinois
$243K
CCAL
2200
City Center Advisors LLC
Michigan
$242K -$64.9K -900 -23%

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.