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
WWA
2376
Wealth Watch Advisors
Colorado
$132K
HCM
2377
Hollencrest Capital Management
California
$131K
OAJ
2378
Ogorek Anthony Joseph
New York
$130K
RFG
2379
REAP Financial Group
Texas
$130K
MMCM
2380
Murphy & Mullick Capital Management
New York
$127K
ATC
2381
Adirondack Trust Company
New York
$127K
BHWM
2382
Beaird Harris Wealth Management
Texas
$126K
RF
2383
Rossby Financial
Florida
$125K
SWIM
2384
Smallwood Wealth Investment Management
New Jersey
$123K
DWA
2385
Delos Wealth Advisors
Texas
$121K
UIA
2386
Ulland Investment Advisors
Minnesota
$120K
CWM
2387
Cranbrook Wealth Management
Michigan
$119K
CAM
2388
Clarity Asset Management
Iowa
$119K
SA
2389
SRH Advisors
Kansas
$117K
IBOK
2390
Independence Bank of Kentucky
Kentucky
$115K
C
2391
Covestor
United Kingdom
$114K
MEG
2392
Millstone Evans Group
Colorado
$113K
TFM
2393
TFC Financial Management
Massachusetts
$109K
TCM
2394
TruNorth Capital Management
Michigan
$109K
ANBT
2395
American National Bank & Trust
Texas
$108K
IRAG
2396
Investment Research & Advisory Group
Georgia
$108K
SA
2397
Strategic Advocates
Utah
$107K
TFGT
2398
TS Financial Group (TSFG)
Illinois
$106K
RWM
2399
RMG Wealth Management
Wisconsin
$106K
HCA
2400
Harbor Capital Advisors
Illinois
$105K