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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
IP
2251
Investment Partners
Ohio
$224K +$201K +2,790 New
FC
2252
Fusion Capital
South Carolina
$223K +$201K +2,788 New
AI
2253
AXS Investments
New York
$223K -$61.6K -854 -23%
JTWM
2254
Jackson Thornton Wealth Management
Alabama
$223K +$197K +2,728 New
WAS
2255
Winch Advisory Services
Wisconsin
$222K +$1.01K +14 +0.5%
CWM
2256
Cherrydale Wealth Management
New Jersey
$222K +$200K +2,769 New
AWA
2257
AGH Wealth Advisors
Kansas
$222K +$200K +2,767 New
MHWM
2258
Montz Harcus Wealth Management
Louisiana
$222K +$199K +2,765 New
QPW
2259
Quantum Private Wealth
Florida
$220K +$198K +2,750 New
ACA
2260
Aspire Capital Advisors
Washington
$220K +$198K +2,746 New
SA
2261
Skyline Advisors
Washington
$220K +$198K +2,742 New
WA
2262
WBH Advisory
Maryland
$219K -$4.4K -61 -2%
ACA
2263
Affinity Capital Advisors
California
$219K -$113K -1,570 -36%
PSFG
2264
Park Square Financial Group
Georgia
$219K -$2.6K -36 -1%
WPA
2265
West Paces Advisors
Georgia
$218K -$5.05K -70 -3%
BDF
2266
Black Diamond Financial
Maryland
$218K -$154K -2,134 -44%
JWCA
2267
J.W. Coons Advisors
Ohio
$218K +$196K +2,720 New
VFP
2268
Verus Financial Partners
Virginia
$218K +$192K +2,661 New
ACC
2269
Acorn Creek Capital
Colorado
$218K +$196K +2,715 New
TPWA
2270
Twin Peaks Wealth Advisors
California
$217K +$197K +2,734 New
WWA
2271
Wealth Watch Advisors
Colorado
$217K +$132K +1,829 New
CIR
2272
Clear Investment Research
Georgia
$216K -$2.38K -33 -1%
AWM
2273
Aries Wealth Management
Maine
$216K +$195K +2,700 New
RB
2274
Rodgers Brothers
Pennsylvania
$216K -$9.01K -125 -4%
Cohen & Steers
2275
Cohen & Steers
New York
$216K -$137K -1,900 -41%

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.