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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
IC
1776
Inscription Capital
Texas
$477K +$33K +407 +8%
AFG
1777
Allegheny Financial Group
Pennsylvania
$476K -$24.5K -302 -5%
UF
1778
Univest Financial
Pennsylvania
$476K
LOAMU
1779
Lombard Odier Asset Management (USA)
New York
$474K +$203K +2,504 +79%
TIM
1780
Thompson Investment Management
Wisconsin
$473K -$83.5K -1,030 -15%
CGPCS
1781
Capital Group Private Client Services
California
$472K -$1.03M -12,660 -69%
AW
1782
Avion Wealth
Texas
$472K -$549K -6,769 -55%
BI
1783
Bradyco Inc
Massachusetts
$472K
RFP
1784
Root Financial Partners
California
$472K +$98.4K +1,214 +28%
PWA
1785
Physician Wealth Advisors
Utah
$471K -$137K -1,685 -23%
CCM
1786
Charter Capital Management
Wisconsin
$471K +$11.9K +147 +3%
IA
1787
Inspire Advisors
Idaho
$470K +$243 +3 +0.1%
SWM
1788
Steinberganna Wealth Management
New York
$467K +$452K +5,570 New
WCM
1789
Wedge Capital Management
North Carolina
$467K -$38.2M -471,319 -99%
PAI
1790
Pittenger & Anderson Inc
Nebraska
$466K +$367K +4,522 +437%
FCAS
1791
First Command Advisory Services
Texas
$465K -$1.95K -24 -0.4%
PWP
1792
Pursue Wealth Partners
California
$464K
FA
1793
Fountainhead AM
New Jersey
$463K -$35K -432 -7%
SSG
1794
Summit Securities Group
New York
$463K +$270K +3,332 +152%
GPW
1795
Genesis Private Wealth
Virginia
$462K +$64.9K +800 +17%
AIA
1796
Arbor Investment Advisors
North Carolina
$462K +$447K +5,507 New
BFIC
1797
Bedell Frazier Investment Counselling
California
$461K
PAMG
1798
Patton Albertson Miller Group
Tennessee
$460K -$683K -8,420 -61%
RPWA
1799
Regent Peak Wealth Advisors
Georgia
$459K +$444K +5,477 New
EMAM
1800
Encompass More Asset Management
California
$458K -$973 -12 -0.2%

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.