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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
OWP
1276
Obermeyer Wealth Partners
Colorado
$1.09M -$8.76K -108 -0.8%
AA
1277
Advisory Alpha
Michigan
$1.09M +$366K +4,510 +50%
PFBT
1278
Parkside Financial Bank & Trust
Missouri
$1.08M -$13.9K -172 -1%
CLA
1279
Carnegie Lake Advisors
New Jersey
$1.08M -$64.9K -800 -6%
JSSH
1280
J. Safra Sarasin Holding
$1.08M +$1.05M +12,939 New
HFO
1281
Heritage Family Offices
Arizona
$1.08M +$3.08K +38 +0.3%
SWM
1282
Shakespeare Wealth Management
Wisconsin
$1.08M -$8.6K -106 -0.8%
CAG
1283
Csenge Advisory Group
Florida
$1.08M -$84.7K -1,045 -7%
Members Trust
1284
Members Trust
Florida
$1.08M +$2.35K +29 +0.2%
FIB
1285
First Interstate Bank
Montana
$1.08M +$762K +9,400 +272%
AHL
1286
Abel Hall LLC
Louisiana
$1.08M -$7.46K -92 -0.7%
FLI
1287
Family Legacy Inc
South Carolina
$1.08M
SSC
1288
Syverson Strege & Co
Iowa
$1.07M -$317K -3,910 -23%
RIA
1289
Richwood Investment Advisors
Ohio
$1.07M
CIS
1290
Capital International Sarl
California
$1.07M -$59.9K -739 -5%
ISL
1291
Ingalls & Snyder LLC
New York
$1.07M +$16.4K +202 +2%
CIA
1292
Cascade Investment Advisors
Oregon
$1.07M -$135K -1,660 -12%
CIA
1293
Cladis Investment Advisory
Montana
$1.07M -$81.1K -1,000 -7%
CIC
1294
Crawford Investment Counsel
Georgia
$1.07M -$11.8K -145 -1%
XF
1295
XML Financial
Maryland
$1.06M -$21.9K -270 -2%
IDA
1296
Intelligence Driven Advisers
California
$1.06M +$72.1K +889 +8%
PA
1297
Promethium Advisors
Maryland
$1.06M -$8.11K -100 -0.8%
Impax Asset Management Group
1298
Impax Asset Management Group
United Kingdom
$1.06M +$1.02M +12,628 New
ITFISA
1299
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.06M -$54.5K -672 -5%
CFP
1300
Catalyst Financial Partners
Massachusetts
$1.06M +$19.6K +242 +2%

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.