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
SWP
826
Sagespring Wealth Partners
Tennessee
$3.09M
CPC
827
Congress Park Capital
New York
$3.08M
PTCG
828
Pring Turner Capital Group
California
$3.08M
LS
829
Livforsakringsbolaget Skandia
Sweden
$3.07M
SCI
830
Stableford Capital II
Arizona
$3.07M
CPIG
831
Chicago Partners Investment Group
Illinois
$3.07M
WSFS
832
Wilmington Savings Fund Society
Delaware
$3.06M
NAS
833
NWF Advisory Services
California
$3.05M
WB
834
WesBanco Bank
West Virginia
$3.05M
SCM
835
Silvant Capital Management
Georgia
$3.02M
SS
836
SBI Securities
Japan
$3.02M
KWS
837
Keystone Wealth Services
California
$3.02M
MIM
838
Marco Investment Management
Georgia
$2.99M
FFO
839
Fiduciary Family Office
Florida
$2.98M
CAM
840
Cidel Asset Management
Ontario, Canada
$2.96M
EWM
841
Empirical Wealth Management
Washington
$2.93M
GSEP
842
Golden State Equity Partners
California
$2.91M
NB
843
NBT Bank
New York
$2.9M
FIA
844
Foundations Investment Advisors
Arizona
$2.89M
HCP
845
Holt Capital Partners
Texas
$2.88M
ECM
846
Evergreen Capital Management
Washington
$2.85M
MAM
847
Marotta Asset Management
Virginia
$2.85M
MGWM
848
Marks Group Wealth Management
Minnesota
$2.84M
GIA
849
GHP Investment Advisors
Colorado
$2.84M
HIM
850
Hillsdale Investment Management
Ontario, Canada
$2.83M