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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
GF
2301
Gries Financial
Ohio
$208K +$187K +2,592 New
TYCC
2302
Texas Yale Capital Corp
Florida
$207K +$186K +2,585 New
ACA
2303
American Capital Advisory
Idaho
$206K +$5.41K +75 +3%
PH
2304
Pinnacle Holdings
Oklahoma
$206K
BST
2305
Bath Savings Trust
Maine
$206K +$185K +2,567 New
CCG
2306
Cypress Capital Group
Florida
$205K +$185K +2,564 New
SC
2307
Saturna Capital
Washington
$205K +$184K +2,558 New
KFA
2308
Kapstone Financial Advisors
Ohio
$205K +$184K +2,557 New
FWA
2309
Flagship Wealth Advisors
Massachusetts
$205K +$40.1K +556 +28%
EWA
2310
Emergent Wealth Advisors
New York
$205K +$184K +2,554 New
AF
2311
Affiance Financial
Minnesota
$204K +$184K +2,550 New
IIA
2312
IPG Investment Advisors
California
$204K +$184K +2,550 New
KFG
2313
Kingdom Financial Group
Arizona
$204K +$184K +2,550 New
RYIA
2314
Roehl & Yi Investment Advisors
Oregon
$204K +$184K +2,547 New
ACM
2315
Alpha Capital Management
Texas
$204K +$183K +2,544 New
MKC
2316
M. Kraus & Co
Vermont
$203K +$183K +2,539 New
FA
2317
Faithward Advisors
Pennsylvania
$203K +$183K +2,538 New
AFA
2318
Allium Financial Advisors
Oregon
$203K +$183K +2,534 New
CFS
2319
Compass Financial Services
Iowa
$203K +$433 +6 +0.2%
SO
2320
Sierra Ocean
California
$202K -$24.2K -335 -12%
PIP
2321
Peachtree Investment Partners
Florida
$202K +$181K +2,515 New
WP
2322
WealthPLAN Partners
Nebraska
$201K -$50.6K -702 -22%
CFD
2323
Creative Financial Designs
Indiana
$201K -$1.23K -17 -0.7%
BWM
2324
Buckley Wealth Management
Nevada
$200K -$36.1K -500 -17%
VCM
2325
Violich Capital Management
California
$200K +$180K +2,500 New

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.