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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
WAM
2501
WFA Asset Management
Wisconsin
$34.4K
ABWM
2502
Alpine Bank Wealth Management
Colorado
$33.9K
ACM
2503
Accent Capital Management
Ohio
$33.9K
AIC
2504
Archer Investment Corporation
Indiana
$33.7K
T
2505
Tidemark
California
$33.5K
CAM
2506
Costello Asset Management
Pennsylvania
$33.4K
CFS
2507
CGC Financial Services
Oregon
$33.2K
MWM
2508
Mascoma Wealth Management
New Hampshire
$31.8K
IW
2509
Imprint Wealth
South Carolina
$31K
GFWA
2510
Grey Fox Wealth Advisors
Delaware
$30.5K
CMA
2511
Cedar Mountain Advisors
Oregon
$29.6K
CIAS
2512
CBIZ Investment Advisory Services
Ohio
$29.3K
MIM
2513
Meridiem Investment Management
United Kingdom
$29.3K
HFS
2514
Horizon Financial Services
North Carolina
$28.8K
EPIM
2515
Evelyn Partners Investment Management
$28.5K
RTL
2516
Red Tortoise LLC
Georgia
$28.2K
MAM
2517
Marquette Asset Management
Minnesota
$27.8K
RWA
2518
Redmont Wealth Advisors
Illinois
$26.8K
AIM
2519
Access Investment Management
Georgia
$26.5K
MDA
2520
Minot DeBlois Advisors
Massachusetts
$26.3K
NOI
2521
Newton One Investments
Delaware
$25.9K
RWS
2522
Retirement Wealth Solutions
Wisconsin
$25.8K
PSFG
2523
Park Square Financial Group
Georgia
$25.2K
BCM
2524
Berbice Capital Management
New York
$25.1K
DWM
2525
Dogwood Wealth Management
Kansas
$25.1K