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
POIA
1351
Pin Oak Investment Advisors
Texas
$951K
GC
1352
GatePass Capital
Ohio
$948K
LWM
1353
Liberty Wealth Management
California
$948K
WCM
1354
Winebrenner Capital Management
Kentucky
$946K
NIA
1355
NBZ Investment Advisors
Tennessee
$945K
PFSC
1356
Peoples Financial Services Corp
Pennsylvania
$944K
FFM
1357
Flagstone Financial Management
Nebraska
$944K
TFO
1358
Tarbox Family Office
California
$942K
EW
1359
Element Wealth
Mississippi
$939K
CH
1360
Cromwell Holdings
Wyoming
$936K
PMG
1361
Private Management Group
California
$935K
ANC
1362
Ames National Corp
Iowa
$933K
AP
1363
Appleton Partners
Massachusetts
$931K
PA
1364
PFW Advisors
Georgia
$928K
PCA
1365
Providence Capital Advisors
North Carolina
$927K
SEIA
1366
Signature Estate & Investment Advisors
California
$924K
KJWM
1367
Kiley Juergens Wealth Management
Washington
$922K
WBCM
1368
Wilson & Boucher Capital Management
California
$922K
SIM
1369
Studio Investment Management
Illinois
$919K
HWA
1370
HCR Wealth Advisors
California
$911K
ATFA
1371
All Terrain Financial Advisors
Minnesota
$911K
WA1
1372
Wimmer Associates 1
California
$906K
MP
1373
Mangrove Partners
Connecticut
$905K
AIIMS
1374
Analyst IMS Investment Management Services
Israel
$904K
OFS
1375
OneAscent Financial Services
Alabama
$902K