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
SHGA
1826
Sand Hill Global Advisors
California
$419K
QFA
1827
Quantum Financial Advisors
California
$419K
WIM
1828
Warwick Investment Management
Texas
$416K
NWWA
1829
New Wave Wealth Advisors
Arkansas
$416K
SIC
1830
Samalin Investment Counsel
New York
$416K
WF
1831
WoodTrust Financial
Wisconsin
$415K
FWM
1832
Focused Wealth Management
New York
$415K
HCMG
1833
Howard Capital Management Group
California
$415K
MAM
1834
MMA Asset Management
Pennsylvania
$415K
MWM
1835
Maripau Wealth Management
Indiana
$413K
FFA
1836
First Foundation Advisors
California
$413K
CD
1837
Chapin Davis
Maryland
$413K
CSC
1838
Caldwell Sutter Capital
California
$412K
CPC
1839
Cookson Peirce & Co
Pennsylvania
$412K
DWM
1840
Destination Wealth Management
California
$411K
GSWM
1841
Golden State Wealth Management
California
$411K
4WM
1842
49 Wealth Management
Texas
$411K
KFC
1843
Klingenstein Fields & Co
New York
$411K
BCM
1844
Buckhead Capital Management
Georgia
$410K
HIS
1845
Harvest Investment Services
Illinois
$409K
AFA
1846
AA Financial Advisors
Ohio
$408K
BPAMU
1847
BTG Pactual Asset Management US
New York
$408K
BFP
1848
Brewster Financial Planning
New York
$408K
MWM
1849
MinichMacGregor Wealth Management
New York
$407K
JWM
1850
Jacksonville Wealth Management
Florida
$407K