WFC icon

Wells Fargo

2,601 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,056 increasing their positions, 941 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: $ → $

less 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
2,601
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
PCA
1976
Peddock Capital Advisors
Massachusetts
$337K
LBC
1977
Leigh Baldwin & Co
New York
$337K
JHP
1978
James Hambro & Partners
United Kingdom
$337K
IAG
1979
Investment Advisory Group
Massachusetts
$337K
CM
1980
Capula Management
Cayman Islands
$336K
WCFA
1981
Walkner Condon Financial Advisors
Wisconsin
$336K
UBV
1982
United Bank (Virginia)
Virginia
$335K
EP
1983
EPIQ Partners
Minnesota
$335K
EIG
1984
Ellenbecker Investment Group
Wisconsin
$334K
GWWM
1985
Great Waters Wealth Management
Minnesota
$334K
VDI
1986
Vaughan David Investments
Illinois
$333K
CAL
1987
Capital Analysts LLC
Pennsylvania
$333K
1L
1988
10Elms LLP
Oklahoma
$333K
ABTD
1989
Arvest Bank Trust Division
Oklahoma
$332K
TWP
1990
Triad Wealth Partners
Kansas
$332K
CWA
1991
Centennial Wealth Advisory
Michigan
$332K
FFG
1992
First Financial Group
North Carolina
$331K
LA
1993
Lifeworks Advisors
Michigan
$331K
AWM
1994
Ariadne Wealth Management
California
$329K
OAS
1995
Optivise Advisory Services
Tennessee
$328K
FNWA
1996
Financial Network Wealth Advisors
Utah
$328K
MCCA
1997
Mill Creek Capital Advisors
Pennsylvania
$328K
NDSI
1998
Newman Dignan & Sheerar Inc
Rhode Island
$327K
BIA
1999
Bell Investment Advisors
California
$326K
CTA
2000
Colonial Trust Advisors
South Carolina
$326K