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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
DAS
951
Diversify Advisory Services
Utah
$2.27M +$19.5K +241 +0.9%
WBC
952
West Branch Capital
Massachusetts
$2.26M +$169K +2,086 +8%
SS
953
Sunbelt Securities
Texas
$2.26M +$288K +3,554 +15%
PFM
954
Potomac Fund Management
Florida
$2.26M -$97.9K -1,207 -4%
RWP
955
RWA Wealth Partners
Massachusetts
$2.25M +$118K +1,455 +6%
HDA
956
Harold Davidson & Associates
California
$2.25M +$766K +9,440 +54%
CCIA
957
Campbell & Co Investment Adviser
Maryland
$2.21M +$823K +10,144 +63%
LI
958
LRI Investments
Florida
$2.2M +$1.51M +18,628 +243%
CI
959
Conning Inc
Connecticut
$2.18M – – –
EHC
960
Everett Harris & Co
California
$2.18M +$4.87K +60 +0.2%
COI
961
Connable Office Inc
Michigan
$2.18M -$993K -12,251 -32%
SAM
962
Silvercrest Asset Management
New York
$2.18M +$15.8K +195 +0.8%
PBT
963
Pictet Bank & Trust
Bahamas
$2.17M – – –
APW
964
Aventura Private Wealth
Florida
$2.16M +$150K +1,849 +8%
YIA
965
YHB Investment Advisors
Connecticut
$2.15M -$336K -4,138 -14%
PGAM
966
Princeton Global Asset Management
New Jersey
$2.15M +$2.04M +25,169 +5,044%
PPWP
967
Premier Path Wealth Partners
New Jersey
$2.14M +$48.6K +599 +2%
CA
968
CWC Advisors
Oregon
$2.14M -$26.8K -330 -1%
WTC
969
WhitTier Trust Company
Nevada
$2.14M -$11.4K -141 -0.5%
FWA
970
FOCUS Wealth Advisors
Texas
$2.13M +$129K +1,589 +7%
NPT
971
National Philanthropic Trust
Pennsylvania
$2.13M +$103K +1,275 +5%
LFAS
972
Level Four Advisory Services
Texas
$2.13M +$404K +4,988 +24%
BDLIB
973
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.12M – – –
AM
974
AGF Management
Ontario, Canada
$2.12M +$1.21M +14,908 +144%
LAM
975
LOM Asset Management
$2.11M +$52.1K +642 +3%
37 38
39
40 41

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.