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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
RP
1826
Raelipskie Partnership
Ontario, Canada
$433K
MAG
1827
Mokosak Advisory Group
Iowa
$433K +$1.95K +24 +0.5%
SIMG
1828
Sonora Investment Management Group
Arizona
$433K -$44.8K -553 -10%
BFF
1829
Byrne Financial Freedom
Massachusetts
$433K
DDC
1830
DF Dent & Co
Maryland
$432K +$159K +1,965 +62%
VC
1831
Vicus Capital
Pennsylvania
$432K +$103K +1,265 +33%
SSA
1832
Sierra Summit Advisors
Nevada
$432K
MSA
1833
Marino Stram & Associates
Massachusetts
$430K -$5.68K -70 -1%
FFC
1834
First Financial Corp
Indiana
$430K -$10.5K -130 -2%
OIS
1835
OneAscent Investment Solutions
Alabama
$429K -$1.05K -13 -0.3%
PA
1836
Procyon Advisors
Connecticut
$428K +$146K +1,801 +55%
Q
1837
QVR
California
$428K +$414K +5,103 New
BWA
1838
Burt Wealth Advisors
Maryland
$428K
APM
1839
Advanced Portfolio Management
New York
$427K -$1.42M -17,500 -78%
CCAM
1840
Cascades Capital Asset Management
North Carolina
$427K +$187K +2,300 +82%
ADL
1841
Asset Dedication LLC
California
$427K -$327K -4,038 -44%
SFG
1842
Seamount Financial Group
Colorado
$426K +$413K +5,088 New
WTA
1843
Washington Trust Advisors
Massachusetts
$426K -$11.9K -147 -3%
BHIA
1844
Birch Hill Investment Advisors
Massachusetts
$426K
WH
1845
Willner & Heller
California
$426K +$2.27K +28 +0.6%
FFG
1846
Fortem Financial Group
California
$424K +$324 +4 +0.1%
WAM
1847
Walker Asset Management
Missouri
$422K +$2.03K +25 +0.5%
WFA
1848
Wellspring Financial Advisors
Ohio
$422K -$13.9K -171 -3%
PMFA
1849
Plante Moran Financial Advisors
Michigan
$420K +$11.3K +139 +3%
WMA
1850
Wealth Management Associates
New Jersey
$420K -$42K -518 -9%

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.