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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
IFWM
1551
Institute for Wealth Management
Colorado
$657K -$1.54K -19 -0.2%
HAM
1552
Harmony Asset Management
Arizona
$657K +$635K +7,834 New
KLCM
1553
KG&L Capital Management
Louisiana
$657K -$437K -5,385 -35%
VCAM
1554
Van Cleef Asset Management
Ohio
$655K +$81 +1 +0%
FC
1555
FORA Capital
Florida
$654K +$633K +7,800 New
SWM
1556
SilverOak Wealth Management
Minnesota
$652K -$91K -1,122 -13%
EWA
1557
Elevate Wealth Advisory
Georgia
$650K -$81 -1 -0%
EW
1558
Elyxium Wealth
California
$650K +$4.3K +53 +0.7%
OFG
1559
Oxford Financial Group
Indiana
$646K +$79.8K +984 +15%
SIG
1560
Sky Investment Group
Connecticut
$645K
SAM
1561
Summit Asset Management
Tennessee
$645K
FFP
1562
FourThought Financial Partners
Florida
$645K +$31.8K +392 +5%
DMBA
1563
Deseret Mutual Benefit Administrators
Utah
$645K -$108K -1,328 -15%
OWM
1564
OneAscent Wealth Management
Alabama
$645K +$2.92K +36 +0.5%
WPP
1565
Whalerock Point Partners
Rhode Island
$645K +$114K +1,410 +22%
CB
1566
Cadence Bank
Mississippi
$645K +$6.16K +76 +1%
TCM
1567
Tributary Capital Management
Nebraska
$645K -$34.9K -430 -5%
DA
1568
Doliver Advisors
Texas
$643K
SIAG
1569
Safeguard Investment Advisory Group
California
$641K +$6.08K +75 +1%
ZI
1570
ZEGA Investments
Florida
$640K +$568 +7 +0.1%
CA
1571
Claro Advisors
Massachusetts
$639K -$61.1K -754 -9%
WTFG
1572
Wood Tarver Financial Group
Idaho
$639K +$81 +1 +0%
DWM
1573
DKM Wealth Management
California
$638K +$1.78K +22 +0.3%
PP
1574
Patten & Patten
Tennessee
$638K +$40.5K +499 +7%
CA
1575
Cornerstone Advisory
Maryland
$637K +$12.7K +157 +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.