WFC icon

Wells Fargo

2,628 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, 1,067 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
2,628
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
HDA
951
Harold Davidson & Associates
California
$2.25M
CCIA
952
Campbell & Co Investment Adviser
Maryland
$2.21M
LI
953
LRI Investments
Florida
$2.2M
CI
954
Conning Inc
Connecticut
$2.18M
EHC
955
Everett Harris & Co
California
$2.18M
COI
956
Connable Office Inc
Michigan
$2.18M
SAM
957
Silvercrest Asset Management
New York
$2.18M
PBT
958
Pictet Bank & Trust
Bahamas
$2.17M
APW
959
Aventura Private Wealth
Florida
$2.16M
YIA
960
YHB Investment Advisors
Connecticut
$2.15M
PGAM
961
Princeton Global Asset Management
New Jersey
$2.15M
PPWP
962
Premier Path Wealth Partners
New Jersey
$2.14M
CA
963
CWC Advisors
Oregon
$2.14M
WTC
964
WhitTier Trust Company
Nevada
$2.14M
FWA
965
FOCUS Wealth Advisors
Texas
$2.13M
LFAS
966
Level Four Advisory Services
Texas
$2.13M
BDLIB
967
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.12M
AM
968
AGF Management
Ontario, Canada
$2.12M
LAM
969
LOM Asset Management
$2.11M
FCM
970
Fieldview Capital Management
Michigan
$2.1M
CWM
971
Chemistry Wealth Management
New York
$2.09M
JSW
972
Journey Strategic Wealth
New Jersey
$2.09M
RHAM
973
Round Hill Asset Management
California
$2.09M
RMC
974
Resources Management Corp
Connecticut
$2.09M
LWANC
975
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.09M