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Wells Fargo

2,641 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, 1,075 increasing their positions, 959 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.76% less ownership

Funds ownership: 76.3%74.54% (-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
2,641
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 +$626M
2 +$453M
3 +$362M
4
JP Morgan Chase
JP Morgan Chase
New York
+$345M
5
Morgan Stanley
Morgan Stanley
New York
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
2501
Barrett & Company
Rhode Island
$48.4K
BAM
2502
Byrne Asset Management
New Jersey
$47.9K
JFG
2503
JDM Financial Group
Texas
$47.6K
SJIM
2504
St. Johns Investment Management
Florida
$46.4K
BTD
2505
BankPlus Trust Department
Mississippi
$46K
TWD
2506
True Wealth Design
Ohio
$46K
SC
2507
Stance Capital
Massachusetts
$45.8K
PPC
2508
Park Place Capital
Alabama
$45.3K
QWM
2509
Quaker Wealth Management
New Jersey
$44.6K
VWM
2510
Valley Wealth Managers
New Jersey
$44.5K
TCM
2511
TD Capital Management
Tennessee
$44K
BCPWM
2512
Bradley & Co Private Wealth Management
Florida
$43.7K
RPA
2513
Redwood Park Advisors
California
$42.4K
BOJHT
2514
Bank of Jackson Hole Trust
Wyoming
$42.3K
CPG
2515
Cornerstone Planning Group
New Jersey
$42K
GWS
2516
Greykasell Wealth Strategies
California
$41.9K
FLFS
2517
Family Legacy Financial Solutions
North Carolina
$41.9K
SHIM
2518
Stone House Investment Management
Pennsylvania
$41.5K
HFS
2519
Hughes Financial Services
Virginia
$41.5K
AFG
2520
Albion Financial Group
Utah
$41.1K
PP
2521
PFS Partners
New Jersey
$40.5K
KFA
2522
Kelleher Financial Advisors
New York
$40.2K
RWM
2523
Rialto Wealth Management
New York
$39.4K
MLA
2524
MB, Levis & Associates
Pennsylvania
$39K
PAM
2525
Parvin Asset Management
South Dakota
$37.7K