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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
CBA
1526
Coastal Bridge Advisors
Connecticut
$684K -$480K -5,918 -42%
EW
1527
Evoke Wealth
California
$683K +$146K +1,805 +28%
SB
1528
Sunflower Bank
Texas
$683K +$4.54K +56 +0.7%
SCA
1529
Sippican Capital Advisors
Massachusetts
$680K -$2.27K -28 -0.3%
MCC
1530
Money Concepts Capital
Florida
$679K +$67.7K +835 +11%
IF
1531
Integrity Financial
Wyoming
$678K +$4.62K +57 +0.7%
WA
1532
Waddell & Associates
Tennessee
$675K +$38.8K +479 +6%
CG
1533
CFO4Life Group
Texas
$675K +$13.9K +172 +2%
AA
1534
Auxano Advisors
Washington
$675K +$7.7K +95 +1%
JSAM
1535
J. Safra Asset Management
New York
$674K +$191K +2,361 +42%
OWIM
1536
Old West Investment Management
California
$674K
IWA
1537
Icon Wealth Advisors
Texas
$672K +$5.35K +66 +0.8%
CPA
1538
Capital Performance Advisors
California
$672K -$40.5K -500 -6%
WA
1539
Wealth Architects
California
$671K +$14.7K +181 +2%
JWA
1540
JFS Wealth Advisors
Pennsylvania
$669K -$233K -2,877 -27%
RWM
1541
RKL Wealth Management
Pennsylvania
$669K -$3.33K -41 -0.5%
SIM
1542
Sentry Investment Management
Wisconsin
$667K +$3.73K +46 +0.6%
MAA
1543
Mraz Amerine & Associates
California
$666K -$15.6K -192 -2%
PWM
1544
Pines Wealth Management
North Carolina
$664K -$62.4K -770 -9%
TA
1545
Tactive Advisors
Florida
$661K -$30.7K -378 -5%
CCWM
1546
Cassaday & Co Wealth Management
Virginia
$660K +$24.9K +307 +4%
BA
1547
Bridgewater Advisors
New York
$659K +$15.8K +195 +3%
MIP
1548
Marietta Investment Partners
Wisconsin
$659K -$76.2K -940 -11%
AF
1549
Atala Financial
California
$658K
ET
1550
Equitable Trust
Tennessee
$658K -$1.6M -19,740 -72%

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.