WFC icon

Wells Fargo

2,605 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, 1,057 increasing their positions, 943 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,605
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.03B
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
QWP
1176
Quotient Wealth Partners
Texas
$1.25M
WA
1177
WP Advisors
California
$1.25M
QP
1178
Quilter Plc
United Kingdom
$1.25M
SWGC
1179
Summit Wealth Group (Colorado)
Colorado
$1.25M
HCP
1180
Hexagon Capital Partners
Arkansas
$1.24M
PL
1181
Plancorp LLC
Missouri
$1.24M
CA
1182
Continuum Advisory
Idaho
$1.24M
MIM
1183
MTM Investment Management
South Carolina
$1.24M
EB
1184
Eastern Bank
Massachusetts
$1.24M
PWP
1185
Principle Wealth Partners
Connecticut
$1.23M
Two Sigma Investments
1186
Two Sigma Investments
New York
$1.23M
SC
1187
Sawyer & Company
Massachusetts
$1.23M
LI
1188
Lafayette Investments
Maryland
$1.23M
BCM
1189
Becker Capital Management
Oregon
$1.22M
EA
1190
Eclectic Associates
California
$1.22M
NERM
1191
New England Research & Management
Illinois
$1.21M
KIA
1192
Knollwood Investment Advisory
Maryland
$1.21M
WAP
1193
Wealthcare Advisory Partners
Pennsylvania
$1.21M
MAMU
1194
Myriad Asset Management US
Florida
$1.21M
O
1195
Ossiam
France
$1.21M
SN
1196
Sittner & Nelson
Oregon
$1.2M
AIM
1197
Advyzon Investment Management
Illinois
$1.2M
IFU
1198
iSAM Funds (UK)
United Kingdom
$1.2M
CWP
1199
Cyndeo Wealth Partners
Florida
$1.2M
NSAM
1200
North Star Asset Management
Wisconsin
$1.2M