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
AWM
1126
Arista Wealth Management
Nevada
$1.45M
Financial Engines Advisors
1127
Financial Engines Advisors
California
$1.45M
MSFS
1128
Main Street Financial Solutions
Pennsylvania
$1.44M
BCM
1129
Boltwood Capital Management
California
$1.44M
AA
1130
Alta Advisers
United Kingdom
$1.44M
CWM
1131
Cornerstone Wealth Management
Missouri
$1.44M
CWS
1132
Cypress Wealth Services
California
$1.44M
SI
1133
Severin Investments
Missouri
$1.44M
PW
1134
Potentia Wealth
California
$1.43M
AI
1135
Accredited Investors
Minnesota
$1.43M
CNBOF
1136
City National Bank of Florida
Florida
$1.42M
SCM
1137
SCS Capital Management
Massachusetts
$1.42M
IA
1138
Integrity Alliance
Iowa
$1.42M
LGA
1139
Lebenthal Global Advisors
New York
$1.41M
OPCM
1140
Osborne Partners Capital Management
California
$1.41M
HNB
1141
Hilltop National Bank
Wyoming
$1.41M
VWM
1142
Vivid Wealth Management
Iowa
$1.4M
ACS
1143
Archford Capital Strategies
Illinois
$1.4M
KWA
1144
Kingswood Wealth Advisors
California
$1.4M
KIM
1145
Kestra Investment Management
Texas
$1.4M
AIA
1146
Affinity Investment Advisors
California
$1.4M
KC
1147
Knuff & Co
California
$1.4M
CIC
1148
Chilton Investment Company
Connecticut
$1.4M
PAM
1149
Palisade Asset Management
Minnesota
$1.39M
DI
1150
Diligent Investors
California
$1.39M