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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
TPA
1801
Trivium Point Advisory
Connecticut
$458K +$40.4K +498 +10%
PCM
1802
Parsons Capital Management
Rhode Island
$457K +$8.11K +100 +2%
EL
1803
EWA LLC
Pennsylvania
$457K +$30.4K +375 +7%
MCP
1804
Mirador Capital Partners
California
$456K +$5.27K +65 +1%
DA
1805
Detalus Advisors
Missouri
$456K – – –
FIM
1806
Fruth Investment Management
Texas
$454K -$40.5K -500 -8%
EFA
1807
Evernest Financial Advisors
Indiana
$454K -$18.8K -232 -4%
SFC
1808
SYM Financial Corp
Indiana
$450K +$8.27K +102 +2%
LA
1809
Legacy Advisors
Pennsylvania
$449K +$435K +5,360 New
ACM
1810
Arcataur Capital Management
Wisconsin
$448K -$9.16K -113 -2%
CTI
1811
Community Trust & Investment
Kentucky
$447K – – –
RFA
1812
Register Financial Advisors
Georgia
$445K -$8.43K -104 -2%
KW
1813
KWB Wealth
California
$445K +$973 +12 +0.2%
CC
1814
Constitution Capital
Connecticut
$444K – – –
CT
1815
Colonial Trust
South Carolina
$444K -$59K -727 -12%
IB
1816
Intrust Bank
Kansas
$443K -$1.14K -14 -0.3%
HIIFS
1817
Harel Insurance Investments & Financial Services
Israel
$443K +$154K +1,900 +56%
CAI
1818
Capital Advisors Inc
Oklahoma
$440K -$117K -1,440 -22%
VWA
1819
VSM Wealth Advisory
Maryland
$440K – – –
BFA
1820
Brown Financial Advisors
Ohio
$439K +$425K +5,241 New
MPCG
1821
Matrix Private Capital Group
New York
$437K – – –
AIM
1822
Acropolis Investment Management
Missouri
$435K +$441K +5,435 New
ACM
1823
Ayrshire Capital Management
Connecticut
$435K – – –
SWM
1824
Stockman Wealth Management
Montana
$434K -$60.8K -750 -13%
SMC
1825
Smith, Moore & Co
Missouri
$433K -$30.9K -381 -7%
71 72
73
74 75

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.