WFC icon

Wells Fargo

2,612 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, 1,061 increasing their positions, 945 reducing their positions, and 127 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.74% less ownership

Funds ownership: 76.2%74.46% (-1.7%)

16% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.04B

16% less funds holding in top 10

Funds holding in top 10: 9176 (-15)

Holders
2,612
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
$5.04B
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
CFG
2576
Clayton Financial Group
Missouri
$8.38K
GTAM
2577
Global Trust Asset Management
Florida
$8.11K
WA
2578
Westfuller Advisors
New York
$8.05K
PWA
2579
Provenance Wealth Advisors
Florida
$7.46K
STB
2580
S&T Bank
Pennsylvania
$6.54K
GJIA
2581
Glass Jacobson Investment Advisors
Maryland
$6.29K
T
2582
Transce3nd
Texas
$6.24K
CFFP
2583
Center for Financial Planning
Michigan
$6.2K
WA
2584
WestEnd Advisors
North Carolina
$6.12K
FGAM
2585
Financial Gravity Asset Management
Texas
$6.12K
GWSA
2586
Global Wealth Strategies & Associates
Colorado
$5.53K
PS
2587
PayPay Securities
Japan
$5.3K
SFCL
2588
Strengthening Families & Communities LLC
Massachusetts
$5.21K
CF
2589
Conquis Financial
California
$5.2K
EPW
2590
Evergreen Private Wealth
Colorado
$4.61K
BFS
2591
Bare Financial Services
Pennsylvania
$4.61K
WOC
2592
West Oak Capital
California
$4.28K
DI
2593
DAGCO Inc
Ohio
$4.19K
DAL
2594
Delta Accumulation LLC
California
$4.12K
HIA
2595
HFM Investment Advisors
New Jersey
$3.77K
AFWM
2596
Abich Financial Wealth Management
Virginia
$3.57K
FF
2597
Friedenthal Financial
New Jersey
$2.77K
DCM
2598
Davis Capital Management
Florida
$2.6K
NRWA
2599
North Ridge Wealth Advisors
Oregon
$2.52K
DF
2600
DecisionPoint Financial
Arizona
$2.18K