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: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
WP
751
Waycross Partners
Kentucky
$3.77M
GIA
752
Gladstone Institutional Advisory
Florida
$3.74M
WF
753
Welch & Forbes
Massachusetts
$3.72M
VNIM
754
Vaughan Nelson Investment Management
Texas
$3.71M
JF
755
Jump Financial
Illinois
$3.71M
CIP
756
Convergence Investment Partners
Florida
$3.71M
FMI
757
F/M Investments
District of Columbia
$3.7M
SCM
758
Schnieders Capital Management
California
$3.69M
SSWM
759
Smith Salley Wealth Management
North Carolina
$3.68M
BP
760
Ballentine Partners
Massachusetts
$3.66M
PA
761
Profund Advisors
Maryland
$3.66M
BBHC
762
Brown Brothers Harriman & Co
New York
$3.66M
HFM
763
Harvest Fund Management
China
$3.66M
TCPW
764
Twin City Private Wealth
North Carolina
$3.66M
AWA
765
Arkadios Wealth Advisors
Georgia
$3.66M
SCI
766
S&CO Inc
Massachusetts
$3.65M
PCIA
767
Prime Capital Investment Advisors
Kansas
$3.64M
CIC
768
Cornercap Investment Counsel
Georgia
$3.6M
RSWM
769
Robertson Stephens Wealth Management
California
$3.59M
TBA
770
Tower Bridge Advisors
Pennsylvania
$3.58M
JFGIW
771
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.55M
I
772
InvesTrust
Oklahoma
$3.54M
PA
773
Parallel Advisors
California
$3.54M
BEI
774
Benjamin Edwards Inc
Missouri
$3.53M
WPC
775
White Pine Capital
Minnesota
$3.52M