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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
KC
1151
Knuff & Co
California
$1.4M – – –
CIC
1152
Chilton Investment Company
Connecticut
$1.4M +$354K +4,370 +35%
PAM
1153
Palisade Asset Management
Minnesota
$1.39M +$4.3K +53 +0.3%
DI
1154
Diligent Investors
California
$1.39M -$36.3K -448 -3%
BAG
1155
Bridgewealth Advisory Group
California
$1.39M +$81 +1 +0%
PCS
1156
Personal CFO Solutions
New Jersey
$1.38M +$180K +2,220 +16%
CIAS
1157
Capital Investment Advisory Services
North Carolina
$1.38M +$12.3K +152 +0.9%
LF
1158
Lantz Financial
Illinois
$1.38M +$64K +789 +5%
AW
1159
Alteri Wealth
California
$1.37M +$28.2K +348 +2%
VRM
1160
Vectors Research Management
New York
$1.37M +$1.32M +16,310 New
DWA
1161
Douglass Winthrop Advisors
New York
$1.37M +$73.6K +908 +6%
WFI
1162
West Family Investments
California
$1.36M -$35.8K -442 -3%
KCM
1163
Kathmere Capital Management
Pennsylvania
$1.35M -$7.95K -98 -0.6%
AA
1164
Ancora Advisors
Ohio
$1.35M -$67.6K -834 -5%
RWM
1165
Revisor Wealth Management
Ohio
$1.35M +$30.8K +380 +2%
HBT
1166
Hills Bank & Trust
Iowa
$1.34M +$135K +1,660 +12%
CWP
1167
Concord Wealth Partners
Virginia
$1.33M +$160K +1,975 +14%
LD
1168
Lipe & Dalton
New York
$1.33M -$4.05K -50 -0.3%
SWM
1169
Spire Wealth Management
Virginia
$1.33M +$219K +2,705 +21%
ESB
1170
Essex Savings Bank
Connecticut
$1.33M -$144K -1,770 -10%
ACM
1171
Aljian Capital Management
Nevada
$1.33M +$21.9K +270 +2%
NB
1172
Nicolet Bankshares
Wisconsin
$1.32M -$94.8K -1,169 -7%
ANTB
1173
AMG National Trust Bank
Colorado
$1.31M -$109K -1,339 -8%
TNB
1174
Thomasville National Bank
Georgia
$1.31M +$19.7K +243 +2%
BGC
1175
Beutel, Goodman & Co
Ontario, Canada
$1.3M -$18.2K -225 -1%
45 46
47
48 49

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.