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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
GCM
1751
G2 Capital Management
Ohio
$491K +$17K +210 +4%
CFP
1752
Cascade Financial Partners
California
$490K +$8.11K +100 +2%
PPG
1753
Peak Planning Group
Colorado
$489K
AIA
1754
AssuredPartners Investment Advisors
Florida
$488K +$77.7K +958 +20%
SFS
1755
Stiles Financial Services
Minnesota
$488K -$11.7K -144 -2%
AI
1756
AdvisorShares Investments
Maryland
$486K +$470K +5,800 New
WWM
1757
Whalen Wealth Management
Nevada
$486K +$470K +5,799 New
CAM
1758
Campion Asset Management
Virginia
$486K -$16.2K -200 -3%
MFWP
1759
Mosaic Family Wealth Partners
Missouri
$486K +$38K +469 +9%
MFC
1760
Morris Financial Concepts
South Carolina
$484K -$29.6K -365 -6%
ITIM
1761
Indiana Trust & Investment Management
Indiana
$484K
WC
1762
Westhampton Capital
North Carolina
$484K -$25.5K -315 -5%
PFW
1763
Petros Family Wealth
Minnesota
$483K +$324 +4 +0.1%
EP
1764
Edgestream Partners
New Jersey
$482K -$6.75M -83,233 -94%
GWM
1765
GK Wealth Management
Nevada
$482K +$44.7K +551 +11%
DWM
1766
Denver Wealth Management
Colorado
$480K
CA
1767
CoreCap Advisors
Michigan
$480K +$64.1K +791 +16%
MA
1768
Mezzasalma Advisors
New Jersey
$480K -$162 -2 -0%
TAM
1769
Titleist Asset Management
Texas
$479K -$16.1K -198 -3%
AF
1770
Arrow Financial
New York
$479K -$5.92K -73 -1%
KWM
1771
Keebeck Wealth Management
Illinois
$479K +$43K +530 +10%
TW
1772
Traveka Wealth
California
$478K +$2.68K +33 +0.6%
NPA
1773
Nichols & Pratt Advisers
Massachusetts
$478K
SNBOSD
1774
Security National Bank of So Dak
Iowa
$478K
HR
1775
Hardy Reed
Mississippi
$477K +$14.2K +175 +3%

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.