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
CBA
1501
Coastal Bridge Advisors
Connecticut
$684K
EW
1502
Evoke Wealth
California
$683K
SB
1503
Sunflower Bank
Texas
$683K
SCA
1504
Sippican Capital Advisors
Massachusetts
$680K
MCC
1505
Money Concepts Capital
Florida
$679K
IF
1506
Integrity Financial
Wyoming
$678K
WA
1507
Waddell & Associates
Tennessee
$675K
CG
1508
CFO4Life Group
Texas
$675K
AA
1509
Auxano Advisors
Washington
$675K
JSAM
1510
J. Safra Asset Management
New York
$674K
OWIM
1511
Old West Investment Management
California
$674K
IWA
1512
Icon Wealth Advisors
Texas
$672K
CPA
1513
Capital Performance Advisors
California
$672K
WA
1514
Wealth Architects
California
$671K
JWA
1515
JFS Wealth Advisors
Pennsylvania
$669K
RWM
1516
RKL Wealth Management
Pennsylvania
$669K
SIM
1517
Sentry Investment Management
Wisconsin
$667K
MAA
1518
Mraz Amerine & Associates
California
$666K
PWM
1519
Pines Wealth Management
North Carolina
$664K
TA
1520
Tactive Advisors
Florida
$661K
CCWM
1521
Cassaday & Co Wealth Management
Virginia
$660K
BA
1522
Bridgewater Advisors
New York
$659K
MIP
1523
Marietta Investment Partners
Wisconsin
$659K
AF
1524
Atala Financial
California
$658K
ET
1525
Equitable Trust
Tennessee
$658K