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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
WLPWM
1476
Walled Lake Planning & Wealth Management
Illinois
$744K
LCWP
1477
Legacy Capital Wealth Partners
Arkansas
$740K +$31.9K +393 +5%
PWM
1478
Prentice Wealth Management
New York
$740K -$17.7K -218 -2%
BFWA
1479
Benchmark Financial Wealth Advisors
Florida
$740K -$649 -8 -0.1%
FMB
1480
Field & Main Bank
Kentucky
$739K +$46.2K +570 +7%
CA
1481
Cumberland Advisors
Florida
$738K -$162K -2,000 -19%
MA
1482
MCF Advisors
Kentucky
$736K +$131K +1,619 +23%
LA
1483
LVW Advisors
New York
$732K +$123K +1,512 +21%
CIM
1484
CIM Investment Management
Pennsylvania
$731K -$7.38K -91 -1%
CWG
1485
Cornerstone Wealth Group
North Carolina
$729K -$14.8K -183 -2%
MFA
1486
Mayflower Financial Advisors
Massachusetts
$725K +$260K +3,202 +59%
CWA
1487
Cornerstone Wealth Advisors
Minnesota
$725K +$140K +1,729 +25%
TL
1488
Tradewinds LLC
North Carolina
$724K +$700K +8,637 New
CAC
1489
Core Alternative Capital
Georgia
$724K -$322K -3,971 -32%
CA
1490
Capital Advantage
California
$724K
FI
1491
Financial Insights
Washington
$722K +$102K +1,258 +17%
APW
1492
Austin Private Wealth
Texas
$721K +$22.5K +278 +3%
HI
1493
Hudock Inc
Pennsylvania
$717K -$17.6K -217 -2%
ISFAN
1494
Investor's Fiduciary Advisor Network
Washington
$717K +$1.62K +20 +0.2%
LFA
1495
Lauterbach Financial Advisors
Texas
$713K +$28.1K +347 +4%
OL
1496
Optas LLC
Texas
$712K +$147K +1,807 +27%
SRC
1497
Shufro Rose & Co
New York
$711K
SIA
1498
Strategic Investment Advisors
Michigan
$710K -$115K -1,412 -14%
SSWM
1499
Sheets Smith Wealth Management
North Carolina
$709K +$811 +10 +0.1%
BFC
1500
Bedel Financial Consulting
Indiana
$708K +$1.46K +18 +0.2%

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.