We are live on ! Find out more
WFC icon

Wells Fargo
WFC

2,656 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,082 increasing their positions, 964 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 127

12% more repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 964

1% more funds holding

Funds holding: 2,626 → 2,656 (+30)

1% more capital invested

Capital invested by funds: $199B → $200B (+$1.12B)

1.76% less ownership

Funds ownership: 76.37% → 74.61% (-1.8%)

16% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.05B

16% less funds holding in top 10

Funds holding in top 10: 91 → 76 (-15)

Holders
2,656
Holders Change
+30
Holders Change %
+1.14%
% of All Funds
34.86%
Holding in Top 10
76
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.48%
% of All Funds
1%
New
194
Increased
1,082
Reduced
964
Closed
127
Calls
$4.25B
Puts
$5.05B
Net Calls
-$796M
Net Calls Change
-$69.8M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$626M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$453M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$362M
4
JP Morgan Chase
JP Morgan Chase
New York
+$345M
5
Morgan Stanley
Morgan Stanley
New York
+$329M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$962M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$653M
3
Jane Street
Jane Street
New York
-$435M
4
DZ Bank
DZ Bank
Germany
-$433M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$427M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPBTD
926
Central Pacific Bank - Trust Division
Hawaii
$2.44M -$389K -4,800 -14%
SM
927
Salzhauer Michael
$2.44M -$1.3M -16,000 -15%
CC
928
Courier Capital
New York
$2.44M +$821K +10,127 +53%
PP
929
Pacifica Partners
Canada
$2.43M -$11.5K -142 -0.5%
CAM
930
Carret Asset Management
New York
$2.43M -$10.5K -130 -0.4%
CSP
931
Cary Street Partners
Virginia
$2.42M -$69.3K -855 -3%
JSL
932
JT Stratford LLC
Georgia
$2.42M +$476K +5,876 +26%
CAS
933
Coppell Advisory Solutions
Texas
$2.41M -$126K -1,552 -5%
MPWT
934
MassMutual Private Wealth & Trust
Connecticut
$2.4M -$48.5K -598 -2%
PBK
935
Peoples Bank (Kansas)
Kansas
$2.4M -$1.09M -13,474 -32%
MAM
936
Mystic Asset Management
Rhode Island
$2.39M +$23.1K +285 +1%
AGWCA
937
Annis Gardner Whiting Capital Advisors
Florida
$2.38M +$1.16M +14,285 +102%
NEWAS
938
N.E.W. Advisory Services
Wisconsin
$2.37M +$8.76K +108 +0.4%
BCM
939
Bayesian Capital Management
New York
$2.36M -$8.86M -109,300 -80%
TSS
940
Two Sigma Securities
New York
$2.35M +$1.34M +16,476 +143%
PWAM
941
Private Wealth Asset Management
Iowa
$2.35M -$72.3K -891 -3%
USCWA
942
U.S. Capital Wealth Advisors
Texas
$2.34M -$74.9K -924 -3%
LFA
943
Legacy Financial Advisors
Kentucky
$2.32M +$82.7K +1,020 +4%
GCM
944
Glaxis Capital Management
Florida
$2.32M +$405K +5,000 +22%
PAM
945
Peak Asset Management
Colorado
$2.3M -$33.9K -418 -1%
RIL
946
Rothschild Investment LLC
Illinois
$2.3M -$102K -1,261 -4%
WKWM
947
Walter & Keenan Wealth Management
Indiana
$2.29M +$3K +37 +0.1%
FAT
948
First American Trust
California
$2.29M -$11.5M -141,660 -84%
TRCT
949
Tower Research Capital (TRC)
New York
$2.29M -$10.4M -128,353 -82%
TFA
950
Trinity Financial Advisors
Ohio
$2.28M +$151K +1,862 +7%
36 37
38
39 40

WFC Hedge Fund Activity: Q3 2025 in Review

2,656 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2025, worth a combined $200B — up 0.56% from $199B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new WFC positions and 127 closed out — a net gain of 67 holders — while 1,082 added to existing stakes and 964 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $626M. The largest seller was Dodge & Cox, cutting an estimated $962M.

  • 2,656 institutional investors held Wells Fargo (WFC) as of Q3 2025, up from 2,626 in Q2 2025.
  • Funds reported $200B of Wells Fargo stock for Q3 2025, up 0.56% quarter-over-quarter.
  • 194 funds opened new Wells Fargo positions in Q3 2025 and 127 closed out, a net change of +67 holders.
  • The largest Wells Fargo buyer in Q3 2025 was Wellington Management Group, an estimated $626M added.
  • The largest Wells Fargo seller in Q3 2025 was Dodge & Cox, an estimated $962M sold.

Based on aggregated 13F filings for Q3 2025.