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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
HIS
1876
Harvest Investment Services
Illinois
$409K +$324 +4 +0.1%
PVI
1877
Pine Valley Investments
New Jersey
$409K +$9.16K +113 +2%
AFA
1878
AA Financial Advisors
Ohio
$408K -$2.03K -25 -0.5%
BPAMU
1879
BTG Pactual Asset Management US
New York
$408K +$395K +4,872 New
BFP
1880
Brewster Financial Planning
New York
$408K +$1.86K +23 +0.5%
MWM
1881
MinichMacGregor Wealth Management
New York
$407K +$892 +11 +0.2%
JWM
1882
Jacksonville Wealth Management
Florida
$407K
S
1883
Sachetta
Massachusetts
$406K -$4.38K -54 -1%
BDF
1884
Black Diamond Financial
Maryland
$405K +$171K +2,109 +77%
KWM
1885
KFG Wealth Management
Indiana
$405K +$57.4K +708 +17%
SL
1886
Sentinus LLC
Illinois
$405K -$15.3K -189 -4%
FWTB
1887
First Western Trust Bank
Colorado
$405K +$16.5K +204 +4%
GA
1888
GFS Advisors
Texas
$403K
KFP
1889
Kerr Financial Planning
California
$403K +$386K +4,763 New
TWA
1890
Talisman Wealth Advisors
New Jersey
$403K +$2.6K +32 +0.7%
GITFIT
1891
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$402K
FHC
1892
First Heartland Consultants
Missouri
$402K -$31.9K -393 -8%
GCA
1893
Gradient Capital Advisors
California
$400K +$4.14K +51 +1%
HNWAG
1894
High Net Worth Advisory Group
Florida
$399K +$5.11K +63 +1%
OHWA
1895
Oak Hill Wealth Advisors
Virginia
$399K
GAM
1896
Gould Asset Management
California
$399K
UWPG
1897
Ullmann Wealth Partners Group
Florida
$397K -$40.5K -500 -10%
HFP
1898
Holistic Financial Partners
Indiana
$397K +$152K +1,875 +66%
ORC
1899
O'Rourke & Company
Massachusetts
$397K +$243 +3 +0.1%
TWA
1900
TCI Wealth Advisors
Arizona
$397K +$69.3K +855 +22%

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.