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Wells Fargo

2,612 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,061 increasing their positions, 945 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: $ → $

more funds holding

Funds holding:

1.74% less ownership

Funds ownership: 76.2%74.46% (-1.7%)

16% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.04B

16% less funds holding in top 10

Funds holding in top 10: 9176 (-15)

Holders
2,612
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
$5.04B
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
PFA
2476
Pathway Financial Advisers
Indiana
$48.4K
BC
2477
Barrett & Company
Rhode Island
$48.4K
BAM
2478
Byrne Asset Management
New Jersey
$47.9K
JFG
2479
JDM Financial Group
Texas
$47.6K
SJIM
2480
St. Johns Investment Management
Florida
$46.4K
BTD
2481
BankPlus Trust Department
Mississippi
$46K
TWD
2482
True Wealth Design
Ohio
$46K
SC
2483
Stance Capital
Massachusetts
$45.8K
PPC
2484
Park Place Capital
Alabama
$45.3K
QWM
2485
Quaker Wealth Management
New Jersey
$44.6K
VWM
2486
Valley Wealth Managers
New Jersey
$44.5K
TCM
2487
TD Capital Management
Tennessee
$44K
BCPWM
2488
Bradley & Co Private Wealth Management
Florida
$43.7K
RPA
2489
Redwood Park Advisors
California
$42.4K
BOJHT
2490
Bank of Jackson Hole Trust
Wyoming
$42.3K
CPG
2491
Cornerstone Planning Group
New Jersey
$42K
GWS
2492
Greykasell Wealth Strategies
California
$41.9K
FLFS
2493
Family Legacy Financial Solutions
North Carolina
$41.9K
SHIM
2494
Stone House Investment Management
Pennsylvania
$41.5K
HFS
2495
Hughes Financial Services
Virginia
$41.5K
AFG
2496
Albion Financial Group
Utah
$41.1K
PP
2497
PFS Partners
New Jersey
$40.5K
KFA
2498
Kelleher Financial Advisors
New York
$40.2K
RWM
2499
Rialto Wealth Management
New York
$39.4K
MLA
2500
MB, Levis & Associates
Pennsylvania
$39K