WFC icon

Wells Fargo

2,627 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, 1,067 increasing their positions, 953 reducing their positions, and 128 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: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
2,627
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 +$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
MIC
1626
Means Investment Company
Maine
$584K
SIS
1627
Sound Income Strategies
Florida
$584K
FA
1628
Fiduciary Alliance
South Carolina
$583K
MFG
1629
Magnus Financial Group
New York
$582K
HWA
1630
HHM Wealth Advisors
Tennessee
$581K
FCIM
1631
Fairview Capital Investment Management
California
$581K
NGA
1632
Naples Global Advisors
Florida
$580K
SFI
1633
SPC Financial Inc
Maryland
$579K
RZH
1634
Relyea Zuckerberg Hanson
Connecticut
$578K
SC
1635
Summa Corp
Texas
$572K
AAS
1636
Ameritas Advisory Services
Nebraska
$572K
NHT
1637
New Hampshire Trust
New Hampshire
$569K
LC
1638
Lincoln Capital
Nebraska
$568K
CSPIA
1639
Cary Street Partners Investment Advisory
Virginia
$566K
DMC
1640
Drexel Morgan & Co
Pennsylvania
$566K
MAG
1641
MRA Advisory Group
New Jersey
$564K
NL
1642
NWAM LLC
Washington
$563K
LA
1643
Lynch & Associates
Indiana
$563K
ECM
1644
Eisler Capital Management
United Kingdom
$562K
NRC
1645
New Republic Capital
North Carolina
$561K
PSB
1646
Piscataqua Savings Bank
New Hampshire
$560K
WC
1647
Weil Company
California
$559K
CP
1648
Canopy Partners
Ohio
$558K
CBB
1649
Citizens Business Bank
California
$557K
AWP
1650
Axis Wealth Partners
Rhode Island
$556K