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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
EGA
1601
E&G Advisors
Texas
$616K -$55.3K -682 -8%
TCM
1602
Tradewinds Capital Management
Washington
$616K
PCI
1603
Pacifica Capital Investments
Texas
$615K
BWP
1604
BlueStem Wealth Partners
Minnesota
$615K -$109K -1,349 -16%
GAA
1605
Global Assets Advisory
Florida
$614K
ST
1606
Sageworth Trust
Pennsylvania
$613K +$593K +7,312 New
LRPA
1607
L. Roy Papp & Associates
Arizona
$613K -$218K -2,693 -27%
HR
1608
Howe & Rusling
New York
$613K +$38K +469 +7%
IIC
1609
Ironwood Investment Counsel
Arizona
$610K -$27.6K -340 -4%
LA
1610
Lakeside Advisors
Washington
$610K
FA
1611
Fermata Advisors
California
$609K
FC
1612
Farringdon Capital
United Kingdom
$607K -$130K -1,609 -18%
CWS
1613
Confluence Wealth Services
Pennsylvania
$606K +$11.6K +143 +2%
AFT
1614
Alpha Family Trust
California
$605K
CT
1615
Coastline Trust
Rhode Island
$603K +$17.8K +220 +3%
PRP
1616
Peak Retirement Planning
Ohio
$603K +$36K +444 +7%
MA
1617
MONECO Advisors
Connecticut
$602K +$6.81K +84 +1%
AI
1618
Atom Investors
Texas
$600K -$2.79M -34,458 -83%
CWM
1619
Connecticut Wealth Management
Connecticut
$599K -$6.16K -76 -1%
CL
1620
COWA LLC
Oklahoma
$599K -$38.9K -480 -6%
SAM
1621
Secure Asset Management
Michigan
$598K +$46K +567 +8%
WDL
1622
Well Done LLC
Michigan
$598K -$6.81K -84 -1%
LRIA
1623
Leonard Rickey Investment Advisors
Washington
$598K +$30.7K +378 +6%
SPC
1624
Spirepoint Private Client
Florida
$598K +$578K +7,129 New
HIG
1625
Heritage Investment Group
Florida
$597K +$74.2K +915 +15%

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.