WFC icon

Wells Fargo

2,627 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 1,067 increasing their positions, 953 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.8% less ownership

Funds ownership: 76.3%74.5% (-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
2,627
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.05B
Net Calls
Net Calls Change

Top Buyers

1 +$647M
2 +$468M
3 +$375M
4
JP Morgan Chase
JP Morgan Chase
New York
+$356M
5
Morgan Stanley
Morgan Stanley
New York
+$340M
Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
2526
Alpine Bank Wealth Management
Colorado
$33.9K
ACM
2527
Accent Capital Management
Ohio
$33.9K
AIC
2528
Archer Investment Corporation
Indiana
$33.7K
T
2529
Tidemark
California
$33.5K
CAM
2530
Costello Asset Management
Pennsylvania
$33.4K
CFS
2531
CGC Financial Services
Oregon
$33.2K
MWM
2532
Mascoma Wealth Management
New Hampshire
$31.8K
IW
2533
Imprint Wealth
South Carolina
$31K
GFWA
2534
Grey Fox Wealth Advisors
Delaware
$30.5K
CMA
2535
Cedar Mountain Advisors
Oregon
$29.6K
CIAS
2536
CBIZ Investment Advisory Services
Ohio
$29.3K
MIM
2537
Meridiem Investment Management
United Kingdom
$29.3K
HFS
2538
Horizon Financial Services
North Carolina
$28.8K
EPIM
2539
Evelyn Partners Investment Management
$28.5K
RTL
2540
Red Tortoise LLC
Georgia
$28.2K
SIS
2541
Strategic Investment Solutions
Illinois
$27.9K
MAM
2542
Marquette Asset Management
Minnesota
$27.8K
RWA
2543
Redmont Wealth Advisors
Illinois
$26.8K
AIM
2544
Access Investment Management
Georgia
$26.5K
MDA
2545
Minot DeBlois Advisors
Massachusetts
$26.3K
NOI
2546
Newton One Investments
Delaware
$25.9K
RWS
2547
Retirement Wealth Solutions
Wisconsin
$25.8K
PSFG
2548
Park Square Financial Group
Georgia
$25.2K
BCM
2549
Berbice Capital Management
New York
$25.1K
DWM
2550
Dogwood Wealth Management
Kansas
$25.1K