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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
FRA
1701
Front Row Advisors
California
$527K
LWM
1702
Lakeridge Wealth Management
Ohio
$527K +$649 +8 +0.1%
SAM
1703
Sequent Asset Management
Texas
$526K
SFP
1704
SwitchPoint Financial Planning
Utah
$526K +$3.33K +41 +0.7%
AMIM
1705
Aull & Monroe Investment Management
Alabama
$525K -$21K -259 -4%
TC
1706
TFR Capital
Texas
$524K -$37.9K -467 -7%
APG
1707
Abacus Planning Group
South Carolina
$524K -$8.6K -106 -2%
CLOS
1708
Compagnie Lombard Odier SCmA
Switzerland
$524K
SB
1709
Simmons Bank
Arkansas
$523K -$8.11K -100 -2%
LB
1710
Legacy Bridge
Iowa
$522K
AB
1711
Atlas Brown
Kentucky
$522K +$2.84K +35 +0.6%
OAM
1712
Occidental Asset Management
California
$522K -$76.7K -946 -13%
IRP
1713
Investment Research Partners
Pennsylvania
$522K +$492K +6,066 New
RWA
1714
Redhawk Wealth Advisors
Minnesota
$521K -$2.03K -25 -0.4%
ST
1715
Smithfield Trust
Pennsylvania
$520K +$77.8K +959 +18%
TGAM
1716
TBH Global Asset Management
Tennessee
$520K -$649 -8 -0.1%
NG
1717
Novem Group
New York
$519K +$4.87K +60 +1%
AA
1718
Alpha Advisors
Virginia
$518K +$2.6K +32 +0.5%
NCM
1719
Novare Capital Management
North Carolina
$518K +$31.7K +391 +7%
FNBTCON
1720
First National Bank & Trust Co of Newtown
Pennsylvania
$516K -$1.54K -19 -0.3%
CPA
1721
Cardiff Park Advisors
California
$513K -$606K -7,469 -55%
MCM
1722
Mengis Capital Management
Oregon
$513K -$12.1K -149 -2%
KCFA
1723
Key Client Fiduciary Advisors
New Jersey
$511K +$730 +9 +0.1%
BWP
1724
Baldwin Wealth Partners
Massachusetts
$511K
BWAM
1725
Boyd Watterson Asset Management
Ohio
$510K -$10.9K -134 -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.