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Wells Fargo

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: 2,6262,656 (+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: 9176 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1026
Gilbert & Cook
Iowa
$1.83M +$162 +2 +0%
PK
1027
Pflug Koory
Nebraska
$1.82M
AL
1028
Aspiriant LLC
California
$1.82M -$78.1K -963 -4%
MCWS
1029
McKinley Carter Wealth Services
West Virginia
$1.81M +$14.3K +176 +0.8%
MMPW
1030
Mitchell McLeod Pugh & Williams
Alabama
$1.81M +$9.16K +113 +0.5%
HH
1031
Hilltop Holdings
Texas
$1.81M +$175K +2,163 +11%
Fisher Asset Management
1032
Fisher Asset Management
Washington
$1.81M -$113K -1,388 -6%
DWM
1033
Drive Wealth Management
Utah
$1.81M -$321K -3,959 -16%
CCM
1034
Collar Capital Management
Wisconsin
$1.79M -$62.4K -770 -3%
IAS
1035
Insigneo Advisory Services
Florida
$1.79M +$198K +2,437 +13%
CT
1036
Caldwell Trust
Florida
$1.79M +$172K +2,125 +11%
FFS
1037
Founders Financial Securities
Maryland
$1.78M +$49.3K +608 +3%
MC
1038
Martin & Co
Tennessee
$1.78M
LI
1039
Louisbourg Investments
New Brunswick, Canada
$1.77M -$8.11K -100 -0.3%
KIG
1040
Kennedy Investment Group
New Jersey
$1.76M +$93.3K +1,151 +6%
HSA
1041
Hussman Strategic Advisors
Maryland
$1.76M +$1.7M +21,000 New
LWM
1042
LJI Wealth Management
Indiana
$1.76M -$12.2K -151 -0.7%
MWM
1043
Meridian Wealth Management
Kentucky
$1.76M -$243K -3,000 -13%
DTC
1044
Davidson Trust Company
Washington
$1.76M -$70.7K -872 -4%
CNBT
1045
Canandaigua National Bank & Trust
New York
$1.75M +$221K +2,731 +15%
GFP
1046
Gryphon Financial Partners
Ohio
$1.75M +$399K +4,915 +31%
BCWM
1047
Bartlett & Co Wealth Management
Ohio
$1.74M +$57.6K +710 +4%
GLLW
1048
Graves Light Lenhart Wealth
Virginia
$1.74M -$30.5K -376 -2%
CCB
1049
Country Club Bank
Missouri
$1.73M -$99.1K -1,222 -6%
MWM
1050
Modera Wealth Management
New Jersey
$1.73M -$98.2K -1,211 -6%

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.