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
SP
751
SWS Partners
Ohio
$3.78M
WP
752
Waycross Partners
Kentucky
$3.77M
GIA
753
Gladstone Institutional Advisory
Florida
$3.74M
WF
754
Welch & Forbes
Massachusetts
$3.72M
VNIM
755
Vaughan Nelson Investment Management
Texas
$3.71M
JF
756
Jump Financial
Illinois
$3.71M
CIP
757
Convergence Investment Partners
Florida
$3.71M
FMI
758
F/M Investments
District of Columbia
$3.7M
SCM
759
Schnieders Capital Management
California
$3.69M
SSWM
760
Smith Salley Wealth Management
North Carolina
$3.68M
BP
761
Ballentine Partners
Massachusetts
$3.66M
PA
762
Profund Advisors
Maryland
$3.66M
BBHC
763
Brown Brothers Harriman & Co
New York
$3.66M
HFM
764
Harvest Fund Management
China
$3.66M
TCPW
765
Twin City Private Wealth
North Carolina
$3.66M
AWA
766
Arkadios Wealth Advisors
Georgia
$3.66M
SCI
767
S&CO Inc
Massachusetts
$3.65M
PCIA
768
Prime Capital Investment Advisors
Kansas
$3.64M
CIC
769
Cornercap Investment Counsel
Georgia
$3.6M
RSWM
770
Robertson Stephens Wealth Management
California
$3.59M
TBA
771
Tower Bridge Advisors
Pennsylvania
$3.58M
JFGIW
772
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.55M
I
773
InvesTrust
Oklahoma
$3.54M
PA
774
Parallel Advisors
California
$3.54M
BEI
775
Benjamin Edwards Inc
Missouri
$3.53M