WFC icon

Wells Fargo

2,629 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, 1,068 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: $ → $

1.77% less ownership

Funds ownership: 76.3%74.53% (-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
2,629
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
ESBC
601
E.S. Barr & Co
Kentucky
$6.04M
SGA
602
Strategic Global Advisors
California
$6.01M
VCA
603
Verdence Capital Advisors
Maryland
$6M
Luther King Capital Management (LKCM)
604
Luther King Capital Management (LKCM)
Texas
$6M
FNFDCM
605
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6M
PIM
606
Plato Investment Management
Australia
$5.98M
GT
607
Greenleaf Trust
Michigan
$5.98M
Bessemer Group
608
Bessemer Group
New Jersey
$5.97M
HCM
609
Hilton Capital Management
New York
$5.96M
RHIG
610
R.H. Investment Group
Arizona
$5.89M
BCV
611
Banque Cantonale Vaudoise
Switzerland
$5.89M
MSE
612
MUFG Securities EMEA
United Kingdom
$5.87M
BG
613
Bahl & Gaynor
Ohio
$5.86M
OIA
614
OneDigital Investment Advisors
Kansas
$5.83M
SW
615
Simplicity Wealth
New Jersey
$5.82M
BJL
616
Brighton Jones LLC
Washington
$5.79M
MYAM
617
Meiji Yasuda Asset Management
Japan
$5.79M
SF
618
Synovus Financial
Georgia
$5.77M
WANY
619
Wealthspire Advisors (New York)
New York
$5.77M
CCM
620
Coldstream Capital Management
Washington
$5.76M
PFGIA
621
Patriot Financial Group Insurance Agency
Massachusetts
$5.74M
CLGM
622
Capitolis Liquid Global Markets
New York
$5.64M
CAMG
623
CWA Asset Management Group
Florida
$5.63M
CIA
624
Concurrent Investment Advisors
Florida
$5.61M
MAS
625
Meeder Advisory Services
Ohio
$5.57M