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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
VWM
2476
Valley Wealth Managers
New Jersey
$44.5K
TCM
2477
TD Capital Management
Tennessee
$44K
BCPWM
2478
Bradley & Co Private Wealth Management
Florida
$43.7K
RPA
2479
Redwood Park Advisors
California
$42.4K
BOJHT
2480
Bank of Jackson Hole Trust
Wyoming
$42.3K
CPG
2481
Cornerstone Planning Group
New Jersey
$42K
GWS
2482
Greykasell Wealth Strategies
California
$41.9K
FLFS
2483
Family Legacy Financial Solutions
North Carolina
$41.9K
SHIM
2484
Stone House Investment Management
Pennsylvania
$41.5K
HFS
2485
Hughes Financial Services
Virginia
$41.5K
AFG
2486
Albion Financial Group
Utah
$41.1K
PP
2487
PFS Partners
New Jersey
$40.5K
KFA
2488
Kelleher Financial Advisors
New York
$40.2K
RWM
2489
Rialto Wealth Management
New York
$39.4K
MLA
2490
MB, Levis & Associates
Pennsylvania
$39K
PAM
2491
Parvin Asset Management
South Dakota
$37.7K
AWM
2492
Activest Wealth Management
Florida
$37.4K
CCM
2493
Cloud Capital Management
Washington
$37K
RS
2494
Rakuten Securities
Japan
$37K
AIA
2495
Aventus Investment Advisors
Florida
$36.9K
MSG
2496
Main Street Group
Virginia
$36.7K
1M
2497
1248 Management
Missouri
$36.5K
BAM
2498
Bellevue Asset Management
Washington
$36.5K
NWM
2499
Nova Wealth Management
Florida
$35.9K
DF
2500
Dunhill Financial
United Kingdom
$35.5K