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
CA
1601
Cache Advisors
California
$595K
OL
1602
one8zero8 LLC
North Carolina
$594K
DIM
1603
Delta Investment Management
California
$593K
BBW
1604
Blue Barn Wealth
Utah
$592K
DLA
1605
Douglas Lane & Associates
New York
$592K
SFG
1606
SNS Financial Group
Minnesota
$589K
CA
1607
Cambridge Advisors
Nebraska
$589K
IWA
1608
Integrity Wealth Advisors
California
$588K
SOAG
1609
Silver Oak Advisory Group
Oregon
$587K
KA
1610
Kearns & Associates
California
$587K
MIC
1611
Means Investment Company
Maine
$584K
SIS
1612
Sound Income Strategies
Florida
$584K
FA
1613
Fiduciary Alliance
South Carolina
$583K
MFG
1614
Magnus Financial Group
New York
$582K
HWA
1615
HHM Wealth Advisors
Tennessee
$581K
FCIM
1616
Fairview Capital Investment Management
California
$581K
NGA
1617
Naples Global Advisors
Florida
$580K
SFI
1618
SPC Financial Inc
Maryland
$579K
RZH
1619
Relyea Zuckerberg Hanson
Connecticut
$578K
SC
1620
Summa Corp
Texas
$572K
AAS
1621
Ameritas Advisory Services
Nebraska
$572K
NHT
1622
New Hampshire Trust
New Hampshire
$569K
LC
1623
Lincoln Capital
Nebraska
$568K
CSPIA
1624
Cary Street Partners Investment Advisory
Virginia
$566K
DMC
1625
Drexel Morgan & Co
Pennsylvania
$566K