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
TCM
1576
Tradewinds Capital Management
Washington
$616K
PCI
1577
Pacifica Capital Investments
Texas
$615K
BWP
1578
BlueStem Wealth Partners
Minnesota
$615K
GAA
1579
Global Assets Advisory
Florida
$614K
ST
1580
Sageworth Trust
Pennsylvania
$613K
LRPA
1581
L. Roy Papp & Associates
Arizona
$613K
HR
1582
Howe & Rusling
New York
$613K
IIC
1583
Ironwood Investment Counsel
Arizona
$610K
LA
1584
Lakeside Advisors
Washington
$610K
FA
1585
Fermata Advisors
California
$609K
FC
1586
Farringdon Capital
United Kingdom
$607K
CWS
1587
Confluence Wealth Services
Pennsylvania
$606K
AFT
1588
Alpha Family Trust
California
$605K
CT
1589
Coastline Trust
Rhode Island
$603K
PRP
1590
Peak Retirement Planning
Ohio
$603K
MA
1591
MONECO Advisors
Connecticut
$602K
AI
1592
Atom Investors
Texas
$600K
CWM
1593
Connecticut Wealth Management
Connecticut
$599K
CL
1594
COWA LLC
Oklahoma
$599K
SAM
1595
Secure Asset Management
Michigan
$598K
WDL
1596
Well Done LLC
Michigan
$598K
LRIA
1597
Leonard Rickey Investment Advisors
Washington
$598K
SPC
1598
Spirepoint Private Client
Florida
$598K
HIG
1599
Heritage Investment Group
Florida
$597K
MCA
1600
MSH Capital Advisors
Arizona
$596K