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
AEPWM
2576
Atlantic Edge Private Wealth Management
Florida
$12.6K
BC
2577
Broadwater Capital
Massachusetts
$11.1K
IA
2578
IFS Advisors
Kansas
$9.89K
WW
2579
Winnow Wealth
Texas
$9.74K
CWA
2580
Carolina Wealth Advisors
South Carolina
$9.47K
MAS
2581
MPWM Advisory Solutions
Georgia
$9.11K
GFL
2582
Granite FO LLC
New Hampshire
$9.05K
DWM
2583
Darwin Wealth Management
Florida
$9.01K
LFA
2584
LGT Financial Advisors
Texas
$8.97K
DFA
2585
DHJJ Financial Advisors
Illinois
$8.81K
SIP
2586
Sellwood Investment Partners
Oregon
$8.8K
EAM
2587
Eukles Asset Management
Ohio
$8.47K
MBFW
2588
Morton Brown Family Wealth
Pennsylvania
$8.38K
TLA
2589
Tanglewood Legacy Advisors
Texas
$8.38K
HFS
2590
Hopwood Financial Services
Virginia
$8.38K
CFG
2591
Clayton Financial Group
Missouri
$8.38K
GTAM
2592
Global Trust Asset Management
Florida
$8.11K
WA
2593
Westfuller Advisors
New York
$8.05K
PWA
2594
Provenance Wealth Advisors
Florida
$7.46K
STB
2595
S&T Bank
Pennsylvania
$6.54K
GJIA
2596
Glass Jacobson Investment Advisors
Maryland
$6.29K
T
2597
Transce3nd
Texas
$6.24K
CFFP
2598
Center for Financial Planning
Michigan
$6.2K
WA
2599
WestEnd Advisors
North Carolina
$6.12K
FGAM
2600
Financial Gravity Asset Management
Texas
$6.12K