WFC icon

Wells Fargo

2,646 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, 1,076 increasing their positions, 963 reducing their positions, and 127 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: $ → $

1.76% less ownership

Funds ownership: 76.31%74.55% (-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
2,646
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 +$626M
2 +$453M
3 +$362M
4
JP Morgan Chase
JP Morgan Chase
New York
+$345M
5
Morgan Stanley
Morgan Stanley
New York
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1101
Advisornet Financial
Minnesota
$1.52M
SL
1102
Sentry LLC
Tennessee
$1.51M
MCM
1103
MV Capital Management
Maryland
$1.51M
BOC
1104
Barbara Oil Co
Illinois
$1.51M
VBFP
1105
Valtinson Bruner Financial Planning
Minnesota
$1.5M
PWPS
1106
Pinnacle Wealth Planning Services
Ohio
$1.5M
RAG
1107
RIA Advisory Group
Iowa
$1.5M
FNT
1108
First National Trust
Pennsylvania
$1.49M
HT
1109
Heritage Trust
Oklahoma
$1.49M
CFA
1110
Cahill Financial Advisors
Minnesota
$1.49M
IAMOG
1111
Investors Asset Management of Georgia
Georgia
$1.49M
WBG
1112
Wharton Business Group
Pennsylvania
$1.48M
BP
1113
BBR Partners
New York
$1.48M
KP
1114
Keel Point
Alabama
$1.48M
HCMT
1115
Highland Capital Management (Tennessee)
Tennessee
$1.47M
FHC
1116
First Horizon Corporation
Tennessee
$1.47M
HAM
1117
Hedges Asset Management
Nevada
$1.47M
FMTC
1118
Farmers & Merchants Trust Company
California
$1.46M
GPA
1119
Garrison Point Advisors
California
$1.46M
GS
1120
GTS Securities
New York
$1.46M
SAG
1121
SageView Advisory Group
California
$1.46M
MT
1122
Midwest Trust
Kansas
$1.46M
DWA
1123
Delap Wealth Advisory
Oregon
$1.45M
TFA
1124
Transamerica Financial Advisors
Florida
$1.45M
PIM
1125
Penobscot Investment Management
Massachusetts
$1.45M