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
FLP
2401
Financial Life Planners
Arizona
$104K
CTB
2402
Country Trust Bank
Illinois
$104K
AIM
2403
Arcadia Investment Management
Michigan
$102K
MIM
2404
Manitou Investment Management
Ontario, Canada
$102K
BONH
2405
Bank of New Hampshire
New Hampshire
$102K
FFL
2406
Financial Freedom LLC
Ohio
$102K
MSWM
2407
Mowery & Schoenfeld Wealth Management
Illinois
$101K
FMTCOCP
2408
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$101K
OPTFSNA
2409
Old Point Trust & Financial Services N A
Virginia
$99.2K
SVCP
2410
Silicon Valley Capital Partners
California
$98.4K
1IA
2411
1620 Investment Advisors
Massachusetts
$98.1K
FFA
2412
Frazier Financial Advisors
Ohio
$96.6K
FP
2413
Financial Perspectives
Minnesota
$94K
RJA
2414
Ross\Johnson & Associates
Minnesota
$92.3K
HNW
2415
High Note Wealth
Minnesota
$92K
OIA
2416
Optimum Investment Advisors
Illinois
$90.2K
PW
2417
Pandora Wealth
Illinois
$88K
CAM
2418
Creekmur Asset Management
Illinois
$84.3K
BGA
2419
Battery Global Advisors
Massachusetts
$83.8K
OA
2420
Operose Advisors
Wisconsin
$83.8K
RAM
2421
Ramirez Asset Management
New York
$83.8K
BWM
2422
Bernard Wealth Management
Michigan
$83.5K
NFSG
2423
Newbridge Financial Services Group
Florida
$83.1K
KFP
2424
Keener Financial Planning
Texas
$83K
RFS
2425
Richardson Financial Services
Massachusetts
$82.3K