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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
PAM
2501
Parvin Asset Management
South Dakota
$37.7K
AWM
2502
Activest Wealth Management
Florida
$37.4K
CCM
2503
Cloud Capital Management
Washington
$37K
RS
2504
Rakuten Securities
Japan
$37K
AIA
2505
Aventus Investment Advisors
Florida
$36.9K
MSG
2506
Main Street Group
Virginia
$36.7K
1M
2507
1248 Management
Missouri
$36.5K
BAM
2508
Bellevue Asset Management
Washington
$36.5K
NWM
2509
Nova Wealth Management
Florida
$35.9K
DF
2510
Dunhill Financial
United Kingdom
$35.5K
WAM
2511
WFA Asset Management
Wisconsin
$34.4K
ABWM
2512
Alpine Bank Wealth Management
Colorado
$33.9K
ACM
2513
Accent Capital Management
Ohio
$33.9K
AIC
2514
Archer Investment Corporation
Indiana
$33.7K
T
2515
Tidemark
California
$33.5K
CAM
2516
Costello Asset Management
Pennsylvania
$33.4K
CFS
2517
CGC Financial Services
Oregon
$33.2K
MWM
2518
Mascoma Wealth Management
New Hampshire
$31.8K
IW
2519
Imprint Wealth
South Carolina
$31K
GFWA
2520
Grey Fox Wealth Advisors
Delaware
$30.5K
CMA
2521
Cedar Mountain Advisors
Oregon
$29.6K
CIAS
2522
CBIZ Investment Advisory Services
Ohio
$29.3K
MIM
2523
Meridiem Investment Management
United Kingdom
$29.3K
HFS
2524
Horizon Financial Services
North Carolina
$28.8K
EPIM
2525
Evelyn Partners Investment Management
$28.5K