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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
RIS
1676
Richmond Investment Services
Wisconsin
$542K +$4.05K +50 +0.8%
DSC
1677
Duncker Streett & Co
Missouri
$541K +$7.54K +93 +1%
HBT
1678
Heartland Bank & Trust
Illinois
$541K -$22.9K -282 -4%
SFB
1679
STAR Financial Bank
Indiana
$541K -$57.5K -709 -10%
CFO
1680
CVA Family Office
Colorado
$540K +$4.7K +58 +0.9%
CFG
1681
Cooper Financial Group
California
$538K -$16.8K -207 -3%
SCM
1682
Sterneck Capital Management
Missouri
$538K
HFM
1683
Hartford Financial Management
Connecticut
$536K -$245K -3,027 -32%
RCM
1684
Requisite Capital Management
Texas
$536K +$519K +6,400 New
WPA
1685
Wealth Preservation Advisors
Tennessee
$534K +$12.7K +157 +3%
MAG
1686
M3 Advisory Group
Massachusetts
$534K -$1.38K -17 -0.3%
PMSA
1687
Patrick M. Sweeney & Associates
Illinois
$534K +$20.8K +257 +4%
RDWM
1688
Red Door Wealth Management
Tennessee
$533K -$70.9K -874 -12%
HKIM
1689
Hayek Kallen Investment Management
Alabama
$533K
SL
1690
Salomon & Ludwin
Virginia
$533K +$147K +1,809 +38%
TIA
1691
Traphagen Investment Advisors
New Jersey
$532K +$10.3K +127 +2%
ZIG
1692
Zullo Investment Group
Pennsylvania
$532K +$9.89K +122 +2%
ISB
1693
Iowa State Bank
Iowa
$531K +$513K +6,332 New
GPWM
1694
Grant Private Wealth Management
California
$531K -$2.51M -30,951 -83%
WF
1695
Wayfinding Financial
Washington
$529K -$20.2K -249 -4%
FFG
1696
Fortress Financial Group
Minnesota
$529K +$1.38K +17 +0.3%
SC
1697
Schulhoff & Co
Ohio
$529K +$81 +1 +0%
VAG
1698
VisionPoint Advisory Group
Texas
$528K +$213K +2,629 +72%
BWG
1699
Beta Wealth Group
California
$528K +$122K +1,500 +31%
JCM
1700
Jacobsen Capital Management
Utah
$528K +$8.6K +106 +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.