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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
KFA
2526
Kelleher Financial Advisors
New York
$40.2K
RWM
2527
Rialto Wealth Management
New York
$39.4K
MLA
2528
MB, Levis & Associates
Pennsylvania
$39K
PAM
2529
Parvin Asset Management
South Dakota
$37.7K
KG
2530
Kilter Group
New York
$37.7K
AWM
2531
Activest Wealth Management
Florida
$37.4K
CCM
2532
Cloud Capital Management
Washington
$37K
RS
2533
Rakuten Securities
Japan
$37K
NSG
2534
Nalls Sherbakoff Group
Tennessee
$36.9K
AIA
2535
Aventus Investment Advisors
Florida
$36.9K
MSG
2536
Main Street Group
Virginia
$36.7K
1M
2537
1248 Management
Missouri
$36.5K
BAM
2538
Bellevue Asset Management
Washington
$36.5K
NWM
2539
Nova Wealth Management
Florida
$35.9K
DF
2540
Dunhill Financial
United Kingdom
$35.5K
WAM
2541
WFA Asset Management
Wisconsin
$34.4K
ABWM
2542
Alpine Bank Wealth Management
Colorado
$33.9K
ACM
2543
Accent Capital Management
Ohio
$33.9K
AIC
2544
Archer Investment Corporation
Indiana
$33.7K
T
2545
Tidemark
California
$33.5K
CAM
2546
Costello Asset Management
Pennsylvania
$33.4K
CFS
2547
CGC Financial Services
Oregon
$33.2K
MWM
2548
Mascoma Wealth Management
New Hampshire
$31.8K
IW
2549
Imprint Wealth
South Carolina
$31K
BCM
2550
Boreal Capital Management
Florida
$30.5K