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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
BL
2451
BFSG LLC
California
$65.5K +$72 +1 +0.1%
GC
2452
GFG Capital
Florida
$65.3K -$895K -12,411 -94%
T
2453
TOBAM
France
$65K -$194K -2,689 -77%
MFT
2454
Moisand Fitzgerald Tamayo
Florida
$64.4K
ATC
2455
Advantage Trust Company
Kansas
$64.1K
WA
2456
Whipplewood Advisors
Colorado
$63.9K -$5.12K -71 -8%
FC
2457
Fairscale Capital
New Hampshire
$62.9K
BP
2458
BNP Paribas
France
$62.7K
BI
2459
Binnacle Investments
Iowa
$62K +$13.8K +191 +33%
AT
2460
Avalon Trust
New Mexico
$61.7K
HCA
2461
Harbor Capital Advisors
Illinois
$61K +$5.84K +81 +12%
MSWA
2462
Marshall & Sterling Wealth Advisors
New York
$60.8K +$72 +1 +0.1%
CWM
2463
Centricity Wealth Management
Ohio
$58.7K
RFA
2464
Reyes Financial Architecture
California
$58.3K
HHMI
2465
Howard Hughes Medical Institute
Maryland
$57K +$51.3K +711 New
CCMW
2466
Cypress Capital Management (Wyoming)
Wyoming
$56.2K +$50.6K +702 New
TCM
2467
TD Capital Management
Tennessee
$55.9K +$45.1K +625 +868%
MAM
2468
Morse Asset Management
Connecticut
$55.7K +$32.5K +451 +185%
NSG
2469
Nalls Sherbakoff Group
Tennessee
$55.3K +$18K +250 +57%
MWA
2470
Medallion Wealth Advisors
Connecticut
$54.2K +$25.2K +350 +110%
RFS
2471
Richardson Financial Services
Massachusetts
$54K +$649 +9 +1%
VWA
2472
Valued Wealth Advisors
Utah
$51.5K -$11K -153 -19%
LFASL
2473
Lugano Financial Advisors SA (LFA)
Switzerland
$50.9K +$18.6K +258 +68%
Loomis, Sayles & Company
2474
Loomis, Sayles & Company
Massachusetts
$50.3K -$19.8K -275 -30%
FGA
2475
Fortis Group Advisors
New Jersey
$49.7K

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.