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
ACP
1976
Argyle Capital Partners
California
$350K
EA
1977
Evolution Advisers
Virginia
$350K
OWA
1978
Octavia Wealth Advisors
Ohio
$350K
GBT
1979
Grove Bank & Trust
Florida
$349K
S
1980
Sunpointe
Missouri
$349K
RIA
1981
Regal Investment Advisors
Michigan
$349K
CWM
1982
Centurion Wealth Management
Virginia
$349K
CAG
1983
Centerpoint Advisory Group
Kansas
$349K
EIP
1984
Ellis Investment Partners
Pennsylvania
$348K
CPWA
1985
Cerro Pacific Wealth Advisors
California
$348K
THL
1986
Tillman Hartley LLC
Colorado
$348K
EC
1987
EdgeRock Capital
Colorado
$347K
NWM
1988
Northcape Wealth Management
New York
$347K
BBPWM
1989
Blue Bell Private Wealth Management
Pennsylvania
$346K
LWM
1990
LeConte Wealth Management
Tennessee
$346K
BW
1991
BXM Wealth
Colorado
$345K
FGI
1992
Foresight Global Investors
New York
$345K
SI
1993
Saxon Interests
Texas
$344K
IIM
1994
Ipswich Investment Management
Massachusetts
$344K
KFS
1995
Keynote Financial Services
Connecticut
$344K
LCS
1996
Levin Capital Strategies
New York
$344K
SI
1997
Seeds Investor
New York
$343K
MA
1998
MKT Advisors
California
$343K
GWSG
1999
GPS Wealth Strategies Group
Colorado
$343K
TTWM
2000
TCV Trust & Wealth Management
Virginia
$342K