WFC icon

Wells Fargo

2,627 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, 1,067 increasing their positions, 953 reducing their positions, and 128 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: $ → $

1.8% less ownership

Funds ownership: 76.3%74.5% (-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
2,627
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 +$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
FMP
2451
Financial Management Professionals
Texas
$77.6K
BP
2452
BNP Paribas
France
$77.4K
FC
2453
Financial Consulate
Maryland
$76K
AT
2454
Arlington Trust
Alabama
$75.6K
SNB
2455
Security National Bank
Nebraska
$75.1K
CWM
2456
Crowley Wealth Management
Delaware
$75K
VFM
2457
Vision Financial Markets
Connecticut
$74.4K
IRC
2458
Investors Research Corp
Georgia
$73.7K
WA
2459
WPG Advisers
Maryland
$72.9K
SRCM
2460
Signature Resources Capital Management
California
$71.3K
NECFA
2461
New England Capital Financial Advisors
Connecticut
$70.3K
CFD
2462
Creative Financial Designs
Indiana
$69.4K
WSCM
2463
Wellington Shields Capital Management
New York
$69.2K
PWMG
2464
Private Wealth Management Group
New Jersey
$68.7K
BL
2465
BFSG LLC
California
$68.6K
Q1WB
2466
Quest 10 Wealth Builders
Virginia
$68.2K
T
2467
TOBAM
France
$68K
MFT
2468
Moisand Fitzgerald Tamayo
Florida
$67.4K
ATC
2469
Advantage Trust Company
Kansas
$67.1K
BI
2470
Binnacle Investments
Iowa
$66.1K
FC
2471
Fairscale Capital
New Hampshire
$65.4K
TIM
2472
Tortoise Investment Management
New York
$63.8K
RFA
2473
Reyes Financial Architecture
California
$61K
HC
2474
Hoese & Co
Minnesota
$60.7K
MSWA
2475
Marshall & Sterling Wealth Advisors
New York
$59.8K