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
VCM
1701
Virtue Capital Management
Tennessee
$521K
RWA
1702
Redhawk Wealth Advisors
Minnesota
$521K
ST
1703
Smithfield Trust
Pennsylvania
$520K
TGAM
1704
TBH Global Asset Management
Tennessee
$520K
NG
1705
Novem Group
New York
$519K
AA
1706
Alpha Advisors
Virginia
$518K
NCM
1707
Novare Capital Management
North Carolina
$518K
VCP
1708
Verus Capital Partners
Arizona
$518K
FNBTCON
1709
First National Bank & Trust Co of Newtown
Pennsylvania
$516K
CPA
1710
Cardiff Park Advisors
California
$513K
MCM
1711
Mengis Capital Management
Oregon
$513K
KCFA
1712
Key Client Fiduciary Advisors
New Jersey
$511K
BWP
1713
Baldwin Wealth Partners
Massachusetts
$511K
BWAM
1714
Boyd Watterson Asset Management
Ohio
$510K
HWM
1715
Hohimer Wealth Management
Washington
$509K
FAM
1716
Formidable Asset Management
Ohio
$507K
WPWM
1717
Western Pacific Wealth Management
Illinois
$507K
MW
1718
MBL Wealth
North Carolina
$506K
RWPA
1719
Richard W. Paul & Associates
Michigan
$506K
SPWM
1720
Spartan Planning & Wealth Management
North Carolina
$506K
FNBOH
1721
First National Bank of Hutchinson
Kansas
$505K
SMWM
1722
Silvia McColl Wealth Management
California
$505K
MSAM
1723
Moloney Securities Asset Management
Missouri
$505K
AAS
1724
Annex Advisory Services
Wisconsin
$505K
BMWS
1725
Brady Martz Wealth Solutions
North Dakota
$504K