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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
WIM
1351
Wittenberg Investment Management
Massachusetts
$957K -$29K -358 -3%
FTC
1352
Farmers Trust Company
Ohio
$956K -$33.2K -410 -3%
DBIA
1353
Dumont & Blake Investment Advisors
New Jersey
$955K +$9.08K +112 +1%
KTC
1354
Kentucky Trust Company
Kentucky
$953K -$8.11K -100 -0.9%
POIA
1355
Pin Oak Investment Advisors
Texas
$951K +$204K +2,521 +29%
GC
1356
GatePass Capital
Ohio
$948K +$487 +6 +0.1%
LWM
1357
Liberty Wealth Management
California
$948K +$892 +11 +0.1%
WCM
1358
Winebrenner Capital Management
Kentucky
$946K
NIA
1359
NBZ Investment Advisors
Tennessee
$945K
PFSC
1360
Peoples Financial Services Corp
Pennsylvania
$944K -$38.1K -470 -4%
FFM
1361
Flagstone Financial Management
Nebraska
$944K +$973 +12 +0.1%
TFO
1362
Tarbox Family Office
California
$942K +$1.22K +15 +0.1%
EW
1363
Element Wealth
Mississippi
$939K -$7.46K -92 -0.8%
CH
1364
Cromwell Holdings
Wyoming
$936K
PMG
1365
Private Management Group
California
$935K -$2.11K -26 -0.2%
ANC
1366
Ames National Corp
Iowa
$933K
AP
1367
Appleton Partners
Massachusetts
$931K +$7.7K +95 +0.9%
PA
1368
PFW Advisors
Georgia
$928K
PCA
1369
Providence Capital Advisors
North Carolina
$927K -$182K -2,239 -17%
SEIA
1370
Signature Estate & Investment Advisors
California
$924K +$135K +1,669 +18%
KJWM
1371
Kiley Juergens Wealth Management
Washington
$922K -$27.9K -344 -3%
WBCM
1372
Wilson & Boucher Capital Management
California
$922K -$64.9K -800 -7%
SIM
1373
Studio Investment Management
Illinois
$919K -$130K -1,602 -13%
HWA
1374
HCR Wealth Advisors
California
$911K
ATFA
1375
All Terrain Financial Advisors
Minnesota
$911K -$48.3K -595 -5%

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.