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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
SYBT
1326
Stock Yards Bank & Trust
Kentucky
$1M +$45.2K +557 +5%
MAWA
1327
Moss Adams Wealth Advisors
Washington
$1M +$27.7K +342 +3%
NIM
1328
Northeast Investment Management
Massachusetts
$999K
SWM
1329
SeaCrest Wealth Management
New York
$997K -$21.2K -262 -2%
TWM
1330
Thrive Wealth Management
Pennsylvania
$993K -$51.9K -640 -5%
CGL
1331
Clarius Group LLC
Washington
$988K -$387K -4,777 -29%
DG
1332
DMC Group
Alabama
$988K -$64.5K -795 -6%
EW
1333
Entruity Wealth
California
$987K -$43.4K -535 -4%
FFA
1334
Florida Financial Advisors
Florida
$984K -$193K -2,385 -17%
PWMAG
1335
Pinnacle Wealth Management Advisory Group
New Jersey
$983K +$1.7K +21 +0.2%
ASC
1336
Atalanta Sosnoff Capital
New York
$983K +$107K +1,324 +13%
MAM
1337
Madison Asset Management
Wisconsin
$983K -$127K -1,570 -12%
SC
1338
Sepio Capital
Utah
$979K +$157K +1,939 +20%
PCFFS
1339
Pacific Center for Financial Services
California
$979K -$190K -2,346 -17%
CIG
1340
Cullen Investment Group
Louisiana
$976K -$1.38K -17 -0.1%
LIA
1341
LBMC Investment Advisors
Tennessee
$975K +$365K +4,495 +63%
CCG
1342
Coastwise Capital Group
California
$968K +$4.78K +59 +0.5%
CCWM
1343
Correct Capital Wealth Management
Missouri
$968K
RCM
1344
RB Capital Management
Nevada
$968K -$12.2K -151 -1%
ZBNA
1345
Zions Bancorporation, National Association
Utah
$967K +$184K +2,273 +25%
RWA
1346
River Wealth Advisors
Pennsylvania
$967K +$13.3K +164 +1%
KA
1347
Kovack Advisors
Florida
$967K -$5.27K -65 -0.6%
WIM
1348
WealthPlan Investment Management
Nebraska
$966K -$9K -111 -1%
MFS
1349
Mattson Financial Services
Michigan
$962K +$930K +11,474 New
AIA
1350
AIMZ Investment Advisors
California
$962K

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.