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Wells Fargo
WFC

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: 2,626 → 2,656 (+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: 91 → 76 (-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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$626M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$453M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$362M
4
JP Morgan Chase
JP Morgan Chase
New York
+$345M
5
Morgan Stanley
Morgan Stanley
New York
+$329M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$962M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$653M
3
Jane Street
Jane Street
New York
-$435M
4
DZ Bank
DZ Bank
Germany
-$433M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$427M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
1726
Verus Capital Partners
Arizona
$509K -$15.9K -196 -3%
HWM
1727
Hohimer Wealth Management
Washington
$509K +$405 +5 +0.1%
FAM
1728
Formidable Asset Management
Ohio
$507K +$113K +1,399 +28%
WPWM
1729
Western Pacific Wealth Management
Illinois
$507K – – –
MW
1730
MBL Wealth
North Carolina
$506K +$13K +160 +3%
RWPA
1731
Richard W. Paul & Associates
Michigan
$506K -$25.7K -317 -5%
SPWM
1732
Spartan Planning & Wealth Management
North Carolina
$506K -$75.3K -929 -13%
FNBOH
1733
First National Bank of Hutchinson
Kansas
$505K – – –
SMWM
1734
Silvia McColl Wealth Management
California
$505K -$1.86K -23 -0.4%
MSAM
1735
Moloney Securities Asset Management
Missouri
$505K +$78.7K +971 +19%
AAS
1736
Annex Advisory Services
Wisconsin
$505K +$1.22K +15 +0.2%
BMWS
1737
Brady Martz Wealth Solutions
North Dakota
$504K +$162 +2 +0%
SFO
1738
Stokes Family Office
Louisiana
$504K -$4.14K -51 -0.8%
KSWA
1739
Kathleen S. Wright Associates
Pennsylvania
$503K – – –
PCG
1740
PFC Capital Group
California
$502K +$25.8K +318 +6%
NFP
1741
Narus Financial Partners
Utah
$502K +$54.1K +667 +13%
VWA
1742
Visionary Wealth Advisors
Illinois
$501K -$272K -3,356 -36%
HCWM
1743
Hidden Cove Wealth Management
Washington
$499K +$9.65K +119 +2%
FCFC
1744
First Citizens Financial Corp
Iowa
$498K -$487 -6 -0.1%
AWA
1745
Alaska Wealth Advisors
Alaska
$496K -$16.6K -205 -3%
PTB
1746
Pioneer Trust Bank
Oregon
$495K – – –
FCA
1747
FLC Capital Advisors
California
$494K – – –
1WA
1748
180 Wealth Advisors
Washington
$494K +$12.8K +158 +3%
SC
1749
Searle & Co
Connecticut
$493K – – –
SWM
1750
Silverlake Wealth Management
Vermont
$492K -$6.16K -76 -1%
68 69
70
71 72

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.