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Wells Fargo

2,646 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, 1,076 increasing their positions, 963 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: 76.31%74.55% (-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
2,646
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
AWM
2501
AllSquare Wealth Management
New York
$50.3K
FWM
2502
FSA Wealth Management
Massachusetts
$50.2K
WCAMG
2503
Woodard & Company Asset Management Group
North Carolina
$49.3K
PFA
2504
Pathway Financial Advisers
Indiana
$48.4K
BC
2505
Barrett & Company
Rhode Island
$48.4K
BAM
2506
Byrne Asset Management
New Jersey
$47.9K
JFG
2507
JDM Financial Group
Texas
$47.6K
SJIM
2508
St. Johns Investment Management
Florida
$46.4K
BTD
2509
BankPlus Trust Department
Mississippi
$46K
TWD
2510
True Wealth Design
Ohio
$46K
SC
2511
Stance Capital
Massachusetts
$45.8K
PPC
2512
Park Place Capital
Alabama
$45.3K
QWM
2513
Quaker Wealth Management
New Jersey
$44.6K
VWM
2514
Valley Wealth Managers
New Jersey
$44.5K
TCM
2515
TD Capital Management
Tennessee
$44K
BCPWM
2516
Bradley & Co Private Wealth Management
Florida
$43.7K
RPA
2517
Redwood Park Advisors
California
$42.4K
BOJHT
2518
Bank of Jackson Hole Trust
Wyoming
$42.3K
CPG
2519
Cornerstone Planning Group
New Jersey
$42K
FLFS
2520
Family Legacy Financial Solutions
North Carolina
$41.9K
GWS
2521
Greykasell Wealth Strategies
California
$41.9K
SHIM
2522
Stone House Investment Management
Pennsylvania
$41.5K
HFS
2523
Hughes Financial Services
Virginia
$41.5K
AFG
2524
Albion Financial Group
Utah
$41.1K
PP
2525
PFS Partners
New Jersey
$40.5K