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
WH
1826
Willner & Heller
California
$426K
FFG
1827
Fortem Financial Group
California
$424K
WAM
1828
Walker Asset Management
Missouri
$422K
WFA
1829
Wellspring Financial Advisors
Ohio
$422K
PMFA
1830
Plante Moran Financial Advisors
Michigan
$420K
WMA
1831
Wealth Management Associates
New Jersey
$420K
DWAM
1832
Duncan Williams Asset Management
Tennessee
$420K
CAS
1833
CTC Alternative Strategies
Illinois
$419K
MJP
1834
Michael J. Puzo
$419K
RL
1835
Ruffer LLP
United Kingdom
$419K
BGAI
1836
Bruce G. Allen Investments
Colorado
$419K
SHGA
1837
Sand Hill Global Advisors
California
$419K
QFA
1838
Quantum Financial Advisors
California
$419K
WIM
1839
Warwick Investment Management
Texas
$416K
NWWA
1840
New Wave Wealth Advisors
Arkansas
$416K
SIC
1841
Samalin Investment Counsel
New York
$416K
WF
1842
WoodTrust Financial
Wisconsin
$415K
FWM
1843
Focused Wealth Management
New York
$415K
HCMG
1844
Howard Capital Management Group
California
$415K
MAM
1845
MMA Asset Management
Pennsylvania
$415K
MWM
1846
Maripau Wealth Management
Indiana
$413K
FFA
1847
First Foundation Advisors
California
$413K
CD
1848
Chapin Davis
Maryland
$413K
CSC
1849
Caldwell Sutter Capital
California
$412K
CPC
1850
Cookson Peirce & Co
Pennsylvania
$412K