WFC icon

Wells Fargo

2,619 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, 1,064 increasing their positions, 950 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.81% less ownership

Funds ownership: 76.29%74.47% (-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
2,619
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
JG
876
Jain Global
New York
$2.65M
AAM
877
Auxier Asset Management
Oregon
$2.65M
OWA
878
One Wealth Advisors
California
$2.65M
ICM
879
Islay Capital Management
Texas
$2.64M
AFW
880
Avantra Family Wealth
Pennsylvania
$2.64M
TFS
881
Thoroughbred Financial Services
Tennessee
$2.64M
CI
882
Cigna Investments
Connecticut
$2.64M
JIC
883
Johnson Investment Counsel
Ohio
$2.63M
DWM
884
Dynasty Wealth Management
Florida
$2.63M
AIC
885
Argus Investors Counsel
New York
$2.63M
VVP
886
Venture Visionary Partners
Ohio
$2.62M
RBA
887
Richard Bernstein Advisors
New York
$2.62M
ACL
888
Applied Capital LLC
Florida
$2.61M
CHAM
889
Clear Harbor Asset Management
Connecticut
$2.61M
GAG
890
GM Advisory Group
New York
$2.59M
B
891
Bailard
California
$2.59M
SSW
892
Smith Shellnut Wilson
Mississippi
$2.59M
ZIC
893
ZWJ Investment Counsel
Georgia
$2.59M
PDL
894
Portfolio Design Labs
California
$2.56M
GIP
895
Granite Investment Partners
California
$2.56M
IWM
896
Iams Wealth Management
Nebraska
$2.56M
BRWA
897
B. Riley Wealth Advisors
Florida
$2.55M
APC
898
Aspire Private Capital
North Carolina
$2.55M
WGAM
899
Wilkinson Global Asset Management
New York
$2.55M
HI
900
Harbour Investments
Wisconsin
$2.53M