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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
KG
2526
Kilter Group
New York
$37.7K
AWM
2527
Activest Wealth Management
Florida
$37.4K
CCM
2528
Cloud Capital Management
Washington
$37K
RS
2529
Rakuten Securities
Japan
$37K
AIA
2530
Aventus Investment Advisors
Florida
$36.9K
MSG
2531
Main Street Group
Virginia
$36.7K
1M
2532
1248 Management
Missouri
$36.5K
BAM
2533
Bellevue Asset Management
Washington
$36.5K
NWM
2534
Nova Wealth Management
Florida
$35.9K
DF
2535
Dunhill Financial
United Kingdom
$35.5K
WAM
2536
WFA Asset Management
Wisconsin
$34.4K
ABWM
2537
Alpine Bank Wealth Management
Colorado
$33.9K
ACM
2538
Accent Capital Management
Ohio
$33.9K
AIC
2539
Archer Investment Corporation
Indiana
$33.7K
T
2540
Tidemark
California
$33.5K
CAM
2541
Costello Asset Management
Pennsylvania
$33.4K
CFS
2542
CGC Financial Services
Oregon
$33.2K
MWM
2543
Mascoma Wealth Management
New Hampshire
$31.8K
IW
2544
Imprint Wealth
South Carolina
$31K
BCM
2545
Boreal Capital Management
Florida
$30.5K
GFWA
2546
Grey Fox Wealth Advisors
Delaware
$30.5K
CMA
2547
Cedar Mountain Advisors
Oregon
$29.6K
CIAS
2548
CBIZ Investment Advisory Services
Ohio
$29.3K
MIM
2549
Meridiem Investment Management
United Kingdom
$29.3K
HFS
2550
Horizon Financial Services
North Carolina
$28.8K