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
JSSH
1276
J. Safra Sarasin Holding
$1.08M
HFO
1277
Heritage Family Offices
Arizona
$1.08M
SWM
1278
Shakespeare Wealth Management
Wisconsin
$1.08M
CAG
1279
Csenge Advisory Group
Florida
$1.08M
Members Trust
1280
Members Trust
Florida
$1.08M
FIB
1281
First Interstate Bank
Montana
$1.08M
AHL
1282
Abel Hall LLC
Louisiana
$1.08M
FLI
1283
Family Legacy Inc
South Carolina
$1.08M
SSC
1284
Syverson Strege & Co
Iowa
$1.07M
RIA
1285
Richwood Investment Advisors
Ohio
$1.07M
CIS
1286
Capital International Sarl
California
$1.07M
ISL
1287
Ingalls & Snyder LLC
New York
$1.07M
CIA
1288
Cascade Investment Advisors
Oregon
$1.07M
CIA
1289
Cladis Investment Advisory
Montana
$1.07M
CIC
1290
Crawford Investment Counsel
Georgia
$1.07M
XF
1291
XML Financial
Maryland
$1.06M
IDA
1292
Intelligence Driven Advisers
California
$1.06M
PA
1293
Promethium Advisors
Maryland
$1.06M
Impax Asset Management Group
1294
Impax Asset Management Group
United Kingdom
$1.06M
ITFISA
1295
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.06M
CFP
1296
Catalyst Financial Partners
Massachusetts
$1.06M
PA
1297
PFG Advisors
Arizona
$1.06M
PNC
1298
Park National Corp
Ohio
$1.05M
NP
1299
Nilsine Partners
Colorado
$1.05M
RCA
1300
Resonant Capital Advisors
Wisconsin
$1.05M