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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
WA1
1376
Wimmer Associates 1
California
$906K -$182K -2,250 -17%
MP
1377
Mangrove Partners
Connecticut
$905K +$875K +10,794 New
AIIMS
1378
Analyst IMS Investment Management Services
Israel
$904K -$215K -2,650 -20%
OFS
1379
OneAscent Financial Services
Alabama
$902K -$1.04M -12,847 -54%
AWM
1380
Accurate Wealth Management
Florida
$901K +$104K +1,281 +14%
AIM
1381
Aspen Investment Management
Michigan
$900K
SW
1382
SVB Wealth
Massachusetts
$899K -$194K -2,398 -18%
QPWM
1383
Quadrant Private Wealth Management
Pennsylvania
$898K +$89.6K +1,105 +12%
OC
1384
Opinicus Capital
Florida
$898K +$37.9K +467 +5%
IWA
1385
IVC Wealth Advisors
Pennsylvania
$895K -$41.7K -514 -5%
WT
1386
Washington Trust
Rhode Island
$892K -$2.19K -27 -0.3%
HTI
1387
Hikari Tsushin Inc
Japan
$891K
APP
1388
Avantax Planning Partners
Iowa
$888K +$405 +5 +0%
PWW
1389
Pettyjohn Wood & White
Virginia
$883K +$81 +1 +0%
BCFD
1390
Boit C.F. David
$882K
AWAP
1391
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$881K -$48.8K -602 -5%
LW
1392
Linscomb Wealth
Texas
$874K +$78K +962 +10%
FMLI
1393
Fukoku Mutual Life Insurance
Japan
$873K -$50K -616 -6%
KA
1394
Klingman & Associates
New York
$873K +$542K +6,683 +179%
MIFH
1395
Migdal Insurance & Financial Holdings
Israel
$872K +$791K +9,759 +1,618%
CCA
1396
Carrera Capital Advisors
Michigan
$869K +$32.4K +400 +4%
SOS
1397
Silver Oak Securities
Tennessee
$866K +$585K +7,216 +231%
MBT
1398
Montecito Bank & Trust
California
$866K +$838K +10,330 New
DC
1399
Diametric Capital
Massachusetts
$866K +$838K +10,330 New
WP
1400
Wealthspan Partners
Iowa
$863K -$141K -1,733 -14%

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.