Wells Fargo & Company

WFC • NYSE

Wells Fargo & Company is a banks - diversified company in the financial services sector on NYSE, led by Charles W. Scharf, with a market cap of $275.12B. As of Q3 2025, 74% of shares are held by 2,580 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.32%.

CEOCharles W. Scharf

Market Cap$275.12B

Banks - Diversified

Financial Services

Employees226.0K

Websitewellsfargo.com

Country

United States of America

Overview

Overview of institutional ownership in WFC as of Q3 2025 with a market cap of $268.51B

All Institutions

Institutions: 2,580
Value Held: $199.48B
Shares Held: 2.38B
Avg Position: $77.3M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 108
Value Held: $1.7B
Shares Held: 20.3M
Avg Position: $15.8M
Median Position: $2.4M

Ownership Breakdown

Institutional (non-HF)

73.66%

$197.78B

Hedge Funds

0.635%

$1.7B

Retail & Other

25.71%

$69.0B

Based on market cap of $268.51B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in WFC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$25.0B 0.37% of portfolio	9.32% 298.5M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$21.4B 0.38% of portfolio	7.96% 255.1M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
FMR LLC Institution	-	$16.2B 0.84% of portfolio	6.03% 193.3M shares	≤ Q2 2013 Held for 12y 6m+	$1.92T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$12.2B 0.78% of portfolio	4.53% 145.2M shares	≤ Q2 2013 Held for 12y 6m+	$1.56T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$11.6B 0.40% of portfolio	4.33% 138.6M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$6.9B 1.21% of portfolio	2.57% 82.4M shares	≤ Q2 2013 Held for 12y 6m+	$571.21B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$6.1B 0.39% of portfolio	2.30% 73.6M shares	≤ Q2 2013 Held for 12y 6m+	$1.57T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$4.6B 0.28% of portfolio	1.72% 55.2M shares	≤ Q2 2013 Held for 12y 6m+	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$4.3B 0.32% of portfolio	1.59% 50.9M shares	≤ Q2 2013 Held for 12y 6m+	$1.33T
S STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Institution	-	$3.4B 2.83% of portfolio	1.26% 40.5M shares	≤ Q2 2013 Held for 12y 6m+	$119.95B

Net Capital Flow

Institutional buying and selling activity for WFC in Q3 2025

Traded: −$2.5B
Buyers: 1,241
Sellers: 1,064
Total Bought: +$5.8B
Total Sold: −$8.3B
Avg Position: $73.6M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$646.9M +7.7M shares	$6.9B 82.4M shares
Capital Research Global Investors RIA/Wealth	+$468.1M +5.6M shares	$3.0B 35.7M shares
Aristotle Capital Management, LLC Long Only Manager	+$374.7M +4.5M shares	$822.8M 9.8M shares
JPMORGAN CHASE & CO Institution	+$356.3M +4.3M shares	$12.2B 145.2M shares
MORGAN STANLEY RIA/Wealth	+$340.3M +4.1M shares	$4.6B 55.2M shares
M M&G Plc Institution	+$188.6M +2.2M shares	$247.5M 2.9M shares
BANK OF AMERICA CORP /DE/ Institution	+$158.3M +1.9M shares	$4.3B 50.9M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$154.3M +1.8M shares	$584.9M 7.0M shares
Mawer Investment Management Ltd. Long Only Manager	+$147.2M +1.8M shares	$147.2M 1.8M shares
M MACQUARIE GROUP LTD Institution	+$146.7M +1.8M shares	$291.6M 3.5M shares

Biggest Sellers

Institution	Net Sold	Current Position
DODGE & COX Long Only Manager	−$993.9M −11.9M shares	$3.3B 38.9M shares
FMR LLC Institution	−$675.2M −8.1M shares	$16.2B 193.3M shares
A Amundi Institution	−$400.1M −5.0M shares	$742.2M 9.2M shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$307.3M −3.7M shares	$1.9B 22.7M shares
VANGUARD GROUP INC Institution	−$298.8M −3.6M shares	$25.0B 298.5M shares
PRIMECAP MANAGEMENT CO/CA/ Long Only Manager	−$272.5M −3.3M shares	$1.3B 14.9M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$215.1M −2.6M shares	$1.5B 18.3M shares
N Nuveen, LLC Institution	−$202.3M −2.4M shares	$2.2B 25.9M shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	−$185.5M −2.2M shares	$572.3M 6.8M shares
G Grantham, Mayo, Van Otterloo & Co. LLC Long Only Manager	−$182.9M −2.2M shares	$527.0M 6.3M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited WFC in Q3 2025

New Positions: 67
New Value: $75.6M
Exited Positions: 131
Exited Value: $787.3M

New Positions

Institution	Position Value
Groupe la Francaise Fund of Funds	$20.3M 242.5K shares
Talbot Financial, LLC RIA/Wealth	$9.8M 117.2K shares
T TRIGLAV SKLADI, D.O.O. Institution	$6.5M 78.0K shares
U Union Bancaire Privee, UBP SA Institution	$5.5M 65.9K shares
T TEMA ETFS LLC Institution	$5.3M 63.5K shares
F FIRETRAIL INVESTMENTS PTY LTD Institution	$4.8M 57.8K shares
RIVERCHASE WEALTH MANAGEMENT, LLC RIA/Wealth	$2.5M 29.6K shares
VIRTUE ASSET MANAGEMENT LLC RIA/Wealth	$1.9M 22.3K shares
Blackstone Group L.P. Institution	$1.3M 15.4K shares
F Fisher Funds Management LTD Institution	$1.3M 15.4K shares

Exited Positions

Institution	Previous Position
Marshall Wace LLP Institution	$122.6M 1.5M shares
N North Reef Capital Management LP Hedge Fund•Long/Short	$118.2M 1.5M shares
Teewinot Capital Advisers, L.L.C. Hedge Fund•Long/Short	$89.8M 1.1M shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$60.7M 758.1K shares
S Symmetry Investments LP Institution	$51.4M 641.3K shares
T TCW GROUP INC Institution	$48.8M 609.4K shares
NLI INTERNATIONAL INC Insurance Manager	$48.6M 606.3K shares
L Leith Wheeler Investment Counsel Ltd. Institution	$36.0M 449.8K shares
A AXA Institution	$27.7M 345.7K shares
F FRED ALGER MANAGEMENT INC Long Only Manager	$22.8M 284.1K shares

Options Activity

Institutions with the largest Call and Put options positions in WFC as of Q3 2025

Call Positions: 66
Call Value: $3.6B
Put Positions: 65
Put Value: $4.1B

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$861.6M 102.8K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$464.5M 55.4K contracts
J JANE STREET GROUP, LLC Institution	$385.5M 46.0K contracts
UBS Group AG Institution	$209.4M 25.0K contracts
BANK OF AMERICA CORP /DE/ Institution	$183.6M 21.9K contracts
GOLDMAN SACHS GROUP INC Institution	$138.2M 16.5K contracts
D D. E. Shaw & Co., Inc. Institution	$128.9M 15.4K contracts
W WOLVERINE TRADING, LLC Institution	$125.1M 14.8K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$95.9M 114.5 contracts
CITIGROUP INC Institution	$88.0M 10.5K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$656.0M 78.3K contracts
J JANE STREET GROUP, LLC Institution	$555.7M 66.3K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$457.5M 54.6K contracts
R ROYAL BANK OF CANADA Institution	$274.1M 32.7K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$238.4M 28.4K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$185.8M 221.6 contracts
UBS Group AG Institution	$171.0M 20.4K contracts
CITIGROUP INC Institution	$170.0M 20.3K contracts
BANK OF AMERICA CORP /DE/ Institution	$149.6M 17.8K contracts
Marshall Wace LLP Institution	$134.1M 16.0K contracts

Most Committed Institutions

Institutions with WFC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
L Latash Investments, LLC Private Equity	Gary Jay Dalton CEO	86.66% $118.9M	0.04% 1.4M shares	Q2 2021 Held for 4y 6m	$137.2M
DAILY JOURNAL CORP Institution	Steven Myhill-Jones CEO	45.16% $118.4M	0.04% 1.4M shares	Q4 2013 Held for 12 years	$262.2M
A AMERICAN ASSETS INC Institution	-	43.04% $134.2M	0.05% 1.6M shares	Q4 2009 Held for 16 years	$311.8M
T Theleme Partners LLP Institution	-	14.65% $229.2M	0.09% 2.7M shares	≤ Q2 2013 Held for 12y 6m+	$1.6B
M Mount Capital Ltd Institution	-	12.97% $36.1M	0.01% 431.2K shares	Q4 2021 Held for 4 years	$278.8M
RWWM, Inc. RIA/Wealth	Aaron John Wagner President	10.73% $150.2M	0.06% 1.8M shares	Q2 2020 Held for 5y 6m	$1.4B
CNA FINANCIAL CORP Private Equity	Jared Corey Kushner CEO	9.87% $16.8M	0.01% 200.0K shares	Q2 2025 Held for 6 months	$169.8M
H Harbor Island Capital LLC RIA/Wealth	Paul David Fortin Owner	9.12% $21.3M	0.01% 254.2K shares	Q4 2017 Held for 8 years	$233.7M
WILSEY ASSET MANAGEMENT INC RIA/Wealth	Brent Michael Wilsey CEO	8.50% $46.3M	0.02% 552.8K shares	Q2 2020 Held for 5y 6m	$545.3M
P Powszechne Towarzystwo Emerytalne Allianz Polska S.A. Institution	-	7.96% $22.6M	0.01% 270.0K shares	Q1 2025 Held for 9 months	$284.2M

Hedge Fund Spotlight

Discover hedge funds investing in WFC

Hudson Bay Capital Management LP

Hedge Fund • Multi-Strategy

Portfolio ManagerSander Ross Gerber

Portfolio Value: $14.7B
Positions: 895
Last Reported: Q3 2025

Sector Allocation

Position in Wells Fargo & Company

Market Value: $11.0M
Shares Held: 131.3K
Portfolio Weight: 0.07%
Owned Since: 2024-Q4

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