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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
MT
1126
Midwest Trust
Kansas
$1.46M +$65.3K +805 +5%
DWA
1127
Delap Wealth Advisory
Oregon
$1.45M +$52.7K +650 +4%
TFA
1128
Transamerica Financial Advisors
Florida
$1.45M +$700K +8,628 +99%
PIM
1129
Penobscot Investment Management
Massachusetts
$1.45M -$24.3K -300 -2%
AWM
1130
Arista Wealth Management
Nevada
$1.45M +$256K +3,154 +22%
Financial Engines Advisors
1131
Financial Engines Advisors
California
$1.45M +$202K +2,489 +17%
MSFS
1132
Main Street Financial Solutions
Pennsylvania
$1.44M +$260K +3,207 +23%
BCM
1133
Boltwood Capital Management
California
$1.44M +$21.1K +260 +2%
AA
1134
Alta Advisers
United Kingdom
$1.44M – – –
CWM
1135
Cornerstone Wealth Management
Missouri
$1.44M +$207K +2,550 +17%
CWS
1136
Cypress Wealth Services
California
$1.44M +$68.8K +848 +5%
SI
1137
Severin Investments
Missouri
$1.44M +$1.62K +20 +0.1%
PW
1138
Potentia Wealth
California
$1.43M – – –
AI
1139
Accredited Investors
Minnesota
$1.43M -$49.4K -609 -3%
CNBOF
1140
City National Bank of Florida
Florida
$1.42M +$30.5K +376 +2%
SCM
1141
SCS Capital Management
Massachusetts
$1.42M -$4.17M -51,477 -75%
IA
1142
Integrity Alliance
Iowa
$1.42M +$43.2K +533 +3%
LGA
1143
Lebenthal Global Advisors
New York
$1.41M +$35.6K +439 +3%
OPCM
1144
Osborne Partners Capital Management
California
$1.41M +$539K +6,650 +65%
HNB
1145
Hilltop National Bank
Wyoming
$1.41M – – –
VWM
1146
Vivid Wealth Management
Iowa
$1.4M -$41K -506 -3%
ACS
1147
Archford Capital Strategies
Illinois
$1.4M -$751K -9,258 -36%
KWA
1148
Kingswood Wealth Advisors
California
$1.4M +$191K +2,357 +16%
KIM
1149
Kestra Investment Management
Texas
$1.4M -$650K -8,020 -32%
AIA
1150
Affinity Investment Advisors
California
$1.4M -$77K -949 -5%
44 45
46
47 48

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.