WFC icon

Wells Fargo

2,641 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, 1,075 increasing their positions, 959 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: 76.3%74.54% (-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
2,641
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
CAM
2451
Creekmur Asset Management
Illinois
$84.3K
BGA
2452
Battery Global Advisors
Massachusetts
$83.8K
OA
2453
Operose Advisors
Wisconsin
$83.8K
RAM
2454
Ramirez Asset Management
New York
$83.8K
BWM
2455
Bernard Wealth Management
Michigan
$83.5K
NFSG
2456
Newbridge Financial Services Group
Florida
$83.1K
KFP
2457
Keener Financial Planning
Texas
$83K
RFS
2458
Richardson Financial Services
Massachusetts
$82.3K
FDCP
2459
Foster Dykema Cabot & Partners
Massachusetts
$82.1K
IWM
2460
IMG Wealth Management
Florida
$78.8K
FMP
2461
Financial Management Professionals
Texas
$77.6K
BP
2462
BNP Paribas
France
$77.4K
FC
2463
Financial Consulate
Maryland
$76K
AT
2464
Arlington Trust
Alabama
$75.6K
SNB
2465
Security National Bank
Nebraska
$75.1K
CWM
2466
Crowley Wealth Management
Delaware
$75K
VFM
2467
Vision Financial Markets
Connecticut
$74.4K
IRC
2468
Investors Research Corp
Georgia
$73.7K
WA
2469
WPG Advisers
Maryland
$72.9K
SRCM
2470
Signature Resources Capital Management
California
$71.3K
NECFA
2471
New England Capital Financial Advisors
Connecticut
$70.3K
CFD
2472
Creative Financial Designs
Indiana
$69.4K
WSCM
2473
Wellington Shields Capital Management
New York
$69.2K
PWMG
2474
Private Wealth Management Group
New Jersey
$68.7K
BL
2475
BFSG LLC
California
$68.6K