We are live on ! Find out more
WFC icon

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
TFA
2201
Tobias Financial Advisors
Florida
$242K +$14.6K +202 +7%
HL
2202
HeadInvest LLC
Maine
$242K -$13.3K -184 -6%
WCM
2203
Wellington Capital Management
Maryland
$242K +$217K +3,015 New
RIM
2204
RW Investment Management
Idaho
$241K +$10.2K +142 +5%
PCH
2205
PGIM Custom Harvest
New Jersey
$241K -$87.5K -1,214 -29%
IAS
2206
Investment Advisory Services
Texas
$241K +$15K +208 +7%
HCM
2207
Hengehold Capital Management
Ohio
$241K +$144 +2 +0.1%
TIP
2208
Torray Investment Partners
Maryland
$240K
FM
2209
Foster & Motley
Ohio
$240K +$2.23K +31 +1%
BWA
2210
Bordeaux Wealth Advisors
California
$240K -$21.3K -296 -9%
NC
2211
North Capital
Utah
$240K -$288 -4 -0.1%
BBA
2212
Braun-Bostich & Associates
Pennsylvania
$239K -$32.7K -453 -13%
API
2213
Asset Planning Inc
California
$239K +$1.01K +14 +0.5%
CAM
2214
CPA Asset Management
Florida
$239K
CWM
2215
Challenger Wealth Management
California
$239K +$1.73K +24 +0.8%
SWA
2216
SOA Wealth Advisors
New York
$239K -$7.21K -100 -3%
RFN
2217
RDA Financial Network
Iowa
$238K -$793 -11 -0.4%
BWM
2218
BNC Wealth Management
Oregon
$238K
BIM
2219
Baldwin Investment Management
Pennsylvania
$237K -$14K -194 -6%
SFG
2220
Sovereign Financial Group
Connecticut
$237K +$3.68K +51 +2%
HFRG
2221
Houlihan Financial Resource Group
Virginia
$237K
TA
2222
TFB Advisors
Kansas
$236K +$4.47K +62 +2%
KCP
2223
Kera Capital Partners
California
$236K +$212K +2,947 New
HWM
2224
Hemington Wealth Management
Virginia
$236K +$30.9K +428 +17%
UFA
2225
Uptown Financial Advisors
Texas
$236K

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.