WFC icon

Wells Fargo

2,619 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, 1,064 increasing their positions, 950 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.81% less ownership

Funds ownership: 76.29%74.47% (-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
2,619
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
FCFC
1726
First Citizens Financial Corp
Iowa
$498K
AWA
1727
Alaska Wealth Advisors
Alaska
$496K
PTB
1728
Pioneer Trust Bank
Oregon
$495K
FCA
1729
FLC Capital Advisors
California
$494K
1WA
1730
180 Wealth Advisors
Washington
$494K
SC
1731
Searle & Co
Connecticut
$493K
SWM
1732
Silverlake Wealth Management
Vermont
$492K
GCM
1733
G2 Capital Management
Ohio
$491K
CFP
1734
Cascade Financial Partners
California
$490K
AIA
1735
AssuredPartners Investment Advisors
Florida
$488K
SFS
1736
Stiles Financial Services
Minnesota
$488K
AI
1737
AdvisorShares Investments
Maryland
$486K
WWM
1738
Whalen Wealth Management
Nevada
$486K
CAM
1739
Campion Asset Management
Virginia
$486K
MFWP
1740
Mosaic Family Wealth Partners
Missouri
$486K
MFC
1741
Morris Financial Concepts
South Carolina
$484K
ITIM
1742
Indiana Trust & Investment Management
Indiana
$484K
WC
1743
Westhampton Capital
North Carolina
$484K
PFW
1744
Petros Family Wealth
Minnesota
$483K
EP
1745
Edgestream Partners
New Jersey
$482K
GWM
1746
GK Wealth Management
Nevada
$482K
DWM
1747
Denver Wealth Management
Colorado
$480K
CA
1748
CoreCap Advisors
Michigan
$480K
MA
1749
Mezzasalma Advisors
New Jersey
$480K
TAM
1750
Titleist Asset Management
Texas
$479K