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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
TIAAOA
2526
Teachers Insurance & Annuity Association of America
New York
$24.5K
BGWM
2527
Bridge Generations Wealth Management
Florida
$23.5K
CCM
2528
Copeland Capital Management
Pennsylvania
$21.6K
TPBG
2529
Turning Point Benefit Group
Maryland
$21.6K
HB
2530
Horizon Bancorp
Indiana
$21K
CMP
2531
Coston McIsaac & Partners
Maine
$21K
EWP
2532
Elevation Wealth Partners
California
$19.7K
GF
2533
GGM Financials
Ohio
$19.4K
KA
2534
Kozak & Associates
Colorado
$18.9K
HHGA
2535
Halbert Hargrove Global Advisors
California
$18.3K
CWM
2536
Consultiva Wealth Management
Puerto Rico
$17.4K
QL
2537
Quarry LP
New York
$16.9K
WA
2538
Whipplewood Advisors
Colorado
$16.8K
ICCON
2539
Investment Counsel Company of Nevada
Nevada
$16.8K
PG
2540
Proffitt & Goodson
Tennessee
$16.4K
TFA
2541
Toth Financial Advisory
Virginia
$16.3K
AP
2542
Aspect Partners
Virginia
$15.9K
ACM
2543
Anfield Capital Management
California
$15.8K
CIM
2544
Contravisory Investment Management
Massachusetts
$15.6K
PS
2545
Pinney & Scofield
Massachusetts
$15.2K
BIM
2546
Breakwater Investment Management
Washington
$14.9K
WWM
2547
Wolff Wiese Magana
California
$13.4K
TCA
2548
Trifecta Capital Advisors
Illinois
$12.7K
SC
2549
Swan Capital
Florida
$12.6K
AEPWM
2550
Atlantic Edge Private Wealth Management
Florida
$12.6K