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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
1IA
1101
1834 Investment Advisors
Wisconsin
$1.52M +$11K +136 +0.8%
PWA
1102
Providence Wealth Advisors
Illinois
$1.52M +$38.6K +476 +3%
CT
1103
Chicago Trust
Illinois
$1.52M +$177K +2,187 +14%
EM
1104
Excalibur Management
Massachusetts
$1.52M -$9.33K -115 -0.6%
AF
1105
Advisornet Financial
Minnesota
$1.52M +$118K +1,451 +9%
SL
1106
Sentry LLC
Tennessee
$1.51M -$6K -74 -0.4%
MCM
1107
MV Capital Management
Maryland
$1.51M -$25.7K -317 -2%
BOC
1108
Barbara Oil Co
Illinois
$1.51M – – –
VBFP
1109
Valtinson Bruner Financial Planning
Minnesota
$1.5M +$4.46K +55 +0.3%
PWPS
1110
Pinnacle Wealth Planning Services
Ohio
$1.5M +$264K +3,259 +22%
RAG
1111
RIA Advisory Group
Iowa
$1.5M +$1.38K +17 +0.1%
FNT
1112
First National Trust
Pennsylvania
$1.49M -$6.24K -77 -0.4%
HT
1113
Heritage Trust
Oklahoma
$1.49M +$60.9K +751 +4%
CFA
1114
Cahill Financial Advisors
Minnesota
$1.49M +$706K +8,706 +96%
IAMOG
1115
Investors Asset Management of Georgia
Georgia
$1.49M -$87.3K -1,077 -6%
WBG
1116
Wharton Business Group
Pennsylvania
$1.48M -$1.62K -20 -0.1%
BP
1117
BBR Partners
New York
$1.48M +$18.2K +224 +1%
KP
1118
Keel Point
Alabama
$1.48M -$16K -197 -1%
HCMT
1119
Highland Capital Management (Tennessee)
Tennessee
$1.47M -$730K -8,996 -34%
FHC
1120
First Horizon Corporation
Tennessee
$1.47M +$1.43M +17,589 New
HAM
1121
Hedges Asset Management
Nevada
$1.47M – – –
FMTC
1122
Farmers & Merchants Trust Company
California
$1.46M +$48.2K +594 +4%
GPA
1123
Garrison Point Advisors
California
$1.46M – – –
GS
1124
GTS Securities
New York
$1.46M +$402K +4,959 +40%
SAG
1125
SageView Advisory Group
California
$1.46M +$173K +2,130 +14%
43 44
45
46 47

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.