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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
SCP
1501
Sivia Capital Partners
California
$708K +$6.08K +75 +0.9%
AMG
1502
Advisors Management Group
Wisconsin
$706K -$1.22K -15 -0.2%
EGA
1503
Eagle Global Advisors
Texas
$706K
Legacy Financial Group (Iowa)
1504
Legacy Financial Group (Iowa)
Iowa
$705K -$11.5K -142 -2%
HBS
1505
Howard Bailey Securities
Indiana
$705K -$2.11K -26 -0.3%
RCA
1506
Roberts Capital Advisors
Colorado
$705K +$682K +8,405 New
BOSSRA
1507
B.O.S.S. Retirement Advisors
Utah
$704K +$99.6K +1,228 +17%
VA
1508
Valmark Advisers
Ohio
$701K -$2.76K -34 -0.4%
CIC
1509
Cutler Investment Counsel
Oregon
$701K +$15.4K +190 +2%
ACG
1510
Allen Capital Group
Nebraska
$700K +$25.7K +317 +4%
PMA
1511
Prudent Man Advisors
Illinois
$699K -$651K -8,030 -49%
ONGA
1512
O'Neil Global Advisors
California
$695K +$672K +8,292 New
KCAM
1513
Kagan Cocozza Asset Management
New Jersey
$694K -$54.8K -676 -8%
VCM
1514
Versant Capital Management
Arizona
$694K +$167K +2,063 +33%
TFIPS
1515
Towarzystwo Funduszy Inwestycyjnych PZU SA
$692K +$371K +4,580 +125%
AO
1516
Advisor OS
Illinois
$691K +$93.5K +1,153 +16%
VWM
1517
Vermillion Wealth Management
Minnesota
$691K +$11.5K +142 +2%
PAW
1518
Plan A Wealth
Nebraska
$690K -$212K -2,618 -24%
CUAMC
1519
China Universal Asset Management Company
China
$689K -$237K -2,917 -26%
WMA
1520
West Michigan Advisors
Michigan
$689K +$327K +4,034 +96%
DWM
1521
Dakota Wealth Management
Florida
$688K -$771K -9,502 -54%
WA
1522
Wealthstream Advisors
New York
$688K +$21.9K +270 +3%
LAM
1523
Lingohr Asset Management
Germany
$686K -$162K -1,994 -20%
CIA
1524
Cape Investment Advisory
Georgia
$685K +$24.9K +307 +4%
DE
1525
Diversified Enterprises
Delaware
$684K +$38.8K +478 +6%

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.