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
TYCC
2276
Texas Yale Capital Corp
Florida
$217K
PH
2277
Pinnacle Holdings
Oklahoma
$216K
BST
2278
Bath Savings Trust
Maine
$215K
CFGW
2279
Chancellor Financial Group WB
Pennsylvania
$215K
SC
2280
Saturna Capital
Washington
$214K
KFA
2281
Kapstone Financial Advisors
Ohio
$214K
FWA
2282
Flagship Wealth Advisors
Massachusetts
$214K
WorldQuant Millennium Advisors
2283
WorldQuant Millennium Advisors
New York
$214K
IIA
2284
IPG Investment Advisors
California
$214K
AF
2285
Affiance Financial
Minnesota
$214K
CFG
2286
Carter Financial Group
Illinois
$214K
BWM
2287
BCS Wealth Management
Tennessee
$214K
RA
2288
Riversedge Advisors
Delaware
$213K
MWP
2289
Meridian Wealth Partners
Pennsylvania
$213K
CB
2290
Centennial Bank
Arkansas
$213K
MKC
2291
M. Kraus & Co
Vermont
$213K
GAM
2292
Gemmer Asset Management
California
$212K
CWA
2293
CogentBlue Wealth Advisors
Tennessee
$212K
ILI
2294
Invesco LLC (Illinois)
Illinois
$212K
CCM
2295
Chilton Capital Management
Texas
$211K
PIP
2296
Peachtree Investment Partners
Florida
$211K
VCM
2297
Violich Capital Management
California
$210K
BWM
2298
Buckley Wealth Management
Nevada
$210K
WWC
2299
Waypoint Wealth Counsel
Georgia
$209K
AWC
2300
Adamsbrown Wealth Consultants
Kansas
$209K