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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
SWM
1426
Sendero Wealth Management
Texas
$824K -$398K -4,904 -33%
WAG
1427
Wallace Advisory Group
California
$823K -$109K -1,342 -12%
GSC
1428
G&S Capital
Colorado
$819K +$1.78K +22 +0.2%
VWM
1429
Venturi Wealth Management
Texas
$818K +$91.7K +1,131 +13%
EA
1430
Everpar Advisors
Oklahoma
$818K +$105K +1,297 +15%
AWAU
1431
Alliance Wealth Advisors (Utah)
Utah
$817K -$16.9K -208 -2%
VNA
1432
Valley National Advisers
Pennsylvania
$817K -$17.1K -211 -2%
RT
1433
Rockland Trust
Massachusetts
$813K -$12.2K -150 -2%
WP
1434
WealthShield Partners
North Carolina
$813K -$405 -5 -0.1%
TF
1435
Tudor Financial
Ohio
$812K +$52.9K +652 +7%
MMG
1436
Monetary Management Group
Missouri
$808K
1WM
1437
1900 Wealth Management
Texas
$806K +$43.1K +532 +6%
VST
1438
Van Strum & Towne
California
$806K
FPB
1439
First PREMIER Bank
South Dakota
$806K
IIC
1440
Integrated Investment Consultants
Michigan
$806K -$4.62K -57 -0.6%
STA
1441
Smith Thornton Advisors
Alabama
$804K
RC
1442
Rexford Capital
Texas
$802K
KAS
1443
KPP Advisory Services
Kentucky
$801K -$24.7K -305 -3%
OL
1444
OneFund LLC
Florida
$800K +$30.8K +380 +4%
CP
1445
Creekside Partners
California
$799K
MCM
1446
Monarch Capital Management
Indiana
$796K -$40.5K -500 -5%
BFO
1447
Biltmore Family Office
North Carolina
$794K +$4.62K +57 +0.6%
MCM
1448
Manchester Capital Management
Vermont
$793K -$279K -3,437 -27%
HP
1449
Holistic Planning
Texas
$792K +$5.11K +63 +0.7%
AWM
1450
Aprio Wealth Management
Georgia
$792K +$82.8K +1,021 +12%

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.