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
KIA
1201
Knollwood Investment Advisory
Maryland
$1.21M
WAP
1202
Wealthcare Advisory Partners
Pennsylvania
$1.21M
MAMU
1203
Myriad Asset Management US
Florida
$1.21M
O
1204
Ossiam
France
$1.21M
SN
1205
Sittner & Nelson
Oregon
$1.2M
AIM
1206
Advyzon Investment Management
Illinois
$1.2M
IFU
1207
iSAM Funds (UK)
United Kingdom
$1.2M
CWP
1208
Cyndeo Wealth Partners
Florida
$1.2M
NSAM
1209
North Star Asset Management
Wisconsin
$1.2M
CRWM
1210
Castle Rock Wealth Management
California
$1.19M
CP
1211
Clarendon Private
Massachusetts
$1.19M
SIC
1212
Salem Investment Counselors
North Carolina
$1.19M
AFP
1213
Ausdal Financial Partners
Iowa
$1.19M
VPP
1214
Vertex Planning Partners
Illinois
$1.19M
SAW
1215
Signal Advisors Wealth
Michigan
$1.19M
CCM
1216
Cohen Capital Management
California
$1.19M
BCA
1217
Bay Colony Advisors
Massachusetts
$1.19M
BFG
1218
Berger Financial Group
Minnesota
$1.18M
IAIM
1219
International Assets Investment Management
Florida
$1.18M
NFG
1220
Nations Financial Group
Iowa
$1.18M
TCM
1221
Telos Capital Management
California
$1.18M
CSC
1222
Cove Street Capital
California
$1.18M
RWP
1223
Ridgecrest Wealth Partners
California
$1.17M
TCWA
1224
Turtle Creek Wealth Advisors
Texas
$1.17M
Koshinski Asset Management
1225
Koshinski Asset Management
Illinois
$1.17M