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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 reducing their positions, and 128 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: $ → $

1.8% less ownership

Funds ownership: 76.3%74.5% (-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
2,627
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 +$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
TCM
2501
TD Capital Management
Tennessee
$44K
BCPWM
2502
Bradley & Co Private Wealth Management
Florida
$43.7K
RPA
2503
Redwood Park Advisors
California
$42.4K
BOJHT
2504
Bank of Jackson Hole Trust
Wyoming
$42.3K
CPG
2505
Cornerstone Planning Group
New Jersey
$42K
GWS
2506
Greykasell Wealth Strategies
California
$41.9K
FLFS
2507
Family Legacy Financial Solutions
North Carolina
$41.9K
SHIM
2508
Stone House Investment Management
Pennsylvania
$41.5K
HFS
2509
Hughes Financial Services
Virginia
$41.5K
AFG
2510
Albion Financial Group
Utah
$41.1K
PP
2511
PFS Partners
New Jersey
$40.5K
KFA
2512
Kelleher Financial Advisors
New York
$40.2K
RWM
2513
Rialto Wealth Management
New York
$39.4K
MLA
2514
MB, Levis & Associates
Pennsylvania
$39K
PAM
2515
Parvin Asset Management
South Dakota
$37.7K
AWM
2516
Activest Wealth Management
Florida
$37.4K
CCM
2517
Cloud Capital Management
Washington
$37K
RS
2518
Rakuten Securities
Japan
$37K
AIA
2519
Aventus Investment Advisors
Florida
$36.9K
MSG
2520
Main Street Group
Virginia
$36.7K
1M
2521
1248 Management
Missouri
$36.5K
BAM
2522
Bellevue Asset Management
Washington
$36.5K
NWM
2523
Nova Wealth Management
Florida
$35.9K
DF
2524
Dunhill Financial
United Kingdom
$35.5K
WAM
2525
WFA Asset Management
Wisconsin
$34.4K