WFC icon

Wells Fargo

2,646 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, 1,076 increasing their positions, 963 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.76% less ownership

Funds ownership: 76.31%74.55% (-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
2,646
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 +$626M
2 +$453M
3 +$362M
4
JP Morgan Chase
JP Morgan Chase
New York
+$345M
5
Morgan Stanley
Morgan Stanley
New York
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
1951
Symphony Financial
Texas
$361K
OCM
1952
Osterweis Capital Management
California
$361K
BI
1953
Ballast Inc
Kentucky
$360K
AWM
1954
Ameliora Wealth Management
Switzerland
$360K
AT
1955
American Trust
Kentucky
$360K
LPFG
1956
Landing Point Financial Group
Ohio
$359K
MHR
1957
Matthew Hamilton Rosenberg
$359K
CCIA
1958
Cherry Creek Investment Advisors
Colorado
$358K
BFA
1959
Bill Few Associates
Pennsylvania
$357K
RBC
1960
Romano Brothers & Co
Illinois
$357K
TW
1961
Towerpoint Wealth
California
$356K
SWGC
1962
Summit Wealth Group (Colorado)
Colorado
$356K
GF
1963
Gries Financial
Ohio
$355K
CWM
1964
Chesapeake Wealth Management
Virginia
$355K
LWL
1965
Leo Wealth LLC
Texas
$355K
CPC
1966
Consolidated Planning Corp
Georgia
$355K
AMBIA
1967
Allen Mooney & Barnes Investment Advisors
Georgia
$355K
VV
1968
Verity & Verity
South Carolina
$355K
OWCM
1969
One Wealth Capital Management
Arizona
$354K
FA
1970
Fedenia Advisers
Wisconsin
$354K
FWI
1971
Facet Wealth Inc
Maryland
$353K
WPW
1972
Waldron Private Wealth
Pennsylvania
$353K
NBWM
1973
North Berkeley Wealth Management
California
$352K
BWP
1974
Bernardo Wealth Planning
Pennsylvania
$352K
LFA
1975
Laraway Financial Advisors
Minnesota
$350K