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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
MCA
1626
MSH Capital Advisors
Arizona
$596K +$892 +11 +0.2%
CA
1627
Cache Advisors
California
$595K
OL
1628
one8zero8 LLC
North Carolina
$594K
DIM
1629
Delta Investment Management
California
$593K -$1.22K -15 -0.2%
BBW
1630
Blue Barn Wealth
Utah
$592K +$107K +1,323 +23%
BEW
1631
Burton Enright Welch
California
$592K -$168K -2,070 -23%
DLA
1632
Douglas Lane & Associates
New York
$592K -$128K -1,582 -18%
SFG
1633
SNS Financial Group
Minnesota
$589K -$81 -1 -0%
TAM
1634
Tucker Asset Management
Colorado
$589K -$8.27K -102 -1%
CA
1635
Cambridge Advisors
Nebraska
$589K -$7.95K -98 -1%
IWA
1636
Integrity Wealth Advisors
California
$588K +$225K +2,775 +64%
SOAG
1637
Silver Oak Advisory Group
Oregon
$587K -$30K -370 -5%
KA
1638
Kearns & Associates
California
$587K
NL
1639
NWAM LLC
Washington
$584K -$120K -1,481 -18%
MIC
1640
Means Investment Company
Maine
$584K -$7.87K -97 -1%
SIS
1641
Sound Income Strategies
Florida
$584K -$29.2K -360 -5%
FA
1642
Fiduciary Alliance
South Carolina
$583K -$794K -9,794 -58%
MFG
1643
Magnus Financial Group
New York
$582K -$42.4K -523 -7%
HWA
1644
HHM Wealth Advisors
Tennessee
$581K +$2.92K +36 +0.5%
FCIM
1645
Fairview Capital Investment Management
California
$581K -$34.5K -425 -6%
NGA
1646
Naples Global Advisors
Florida
$580K +$191K +2,355 +52%
SFI
1647
SPC Financial Inc
Maryland
$579K +$46.9K +578 +9%
RZH
1648
Relyea Zuckerberg Hanson
Connecticut
$578K +$4.95K +61 +0.9%
SC
1649
Summa Corp
Texas
$572K -$178K -2,197 -24%
AAS
1650
Ameritas Advisory Services
Nebraska
$572K -$132K -1,629 -19%

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.