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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
AIM
1451
Athena Investment Management
California
$792K
QWM
1452
Quadcap Wealth Management
Texas
$789K -$48.6K -599 -6%
NFTC
1453
North Forty Two & Co
Oregon
$789K -$73K -900 -9%
VBA
1454
von Borstel & Associates
Oregon
$785K +$501K +6,181 +210%
SWA
1455
Stratos Wealth Advisors
Ohio
$784K +$17.2K +212 +2%
PL
1456
Perpetual Ltd
Australia
$782K +$57.7K +712 +8%
GCM
1457
Genus Capital Management
British Columbia, Canada
$780K +$754K +9,300 New
SB
1458
Strategic Blueprint
Georgia
$779K +$44.4K +548 +6%
GWANC
1459
Guardian Wealth Advisors (North Carolina)
North Carolina
$777K +$118K +1,458 +19%
RCM
1460
Radnor Capital Management
Pennsylvania
$775K -$36.6K -451 -5%
ML
1461
McAdam LLC
Pennsylvania
$775K +$83.4K +1,029 +13%
NNPTE
1462
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$775K -$1.78K -22 -0.2%
AWE
1463
Avidian Wealth Enterprises
Texas
$771K +$33.6K +414 +5%
MCM
1464
Monument Capital Management
Virginia
$769K -$74.7K -921 -9%
PWP
1465
Phillips Wealth Planners
Mississippi
$768K +$496K +6,112 +180%
JC
1466
Jacobs & Co
California
$767K -$71.4K -880 -9%
BWM
1467
Baron Wealth Management
Michigan
$767K +$61.6K +760 +9%
RCG
1468
Regatta Capital Group
California
$766K -$9.08K -112 -1%
CWG
1469
Crown Wealth Group
North Carolina
$762K +$3K +37 +0.4%
RMDI
1470
R.M. Davis Inc
Maine
$760K -$2.51K -31 -0.3%
EWM
1471
Evermay Wealth Management
Virginia
$760K
FWP
1472
FAS Wealth Partners
Kansas
$756K +$4.7K +58 +0.6%
JFA
1473
JNBA Financial Advisors
Minnesota
$750K -$4.87K -60 -0.7%
ONST
1474
Old North State Trust
North Carolina
$750K -$47.4K -585 -6%
TTIC
1475
Tower Trust & Investment Company
Iowa
$747K

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.