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Wells Fargo

2,612 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,061 increasing their positions, 945 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: $ → $

more funds holding

Funds holding:

1.74% less ownership

Funds ownership: 76.2%74.46% (-1.7%)

16% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.04B

16% less funds holding in top 10

Funds holding in top 10: 9176 (-15)

Holders
2,612
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
$5.04B
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
PG
2551
Proffitt & Goodson
Tennessee
$16.4K
TFA
2552
Toth Financial Advisory
Virginia
$16.3K
AP
2553
Aspect Partners
Virginia
$15.9K
ACM
2554
Anfield Capital Management
California
$15.8K
CIM
2555
Contravisory Investment Management
Massachusetts
$15.6K
PS
2556
Pinney & Scofield
Massachusetts
$15.2K
BIM
2557
Breakwater Investment Management
Washington
$14.9K
WWM
2558
Wolff Wiese Magana
California
$13.4K
TCA
2559
Trifecta Capital Advisors
Illinois
$12.7K
SC
2560
Swan Capital
Florida
$12.6K
AEPWM
2561
Atlantic Edge Private Wealth Management
Florida
$12.6K
BC
2562
Broadwater Capital
Massachusetts
$11.1K
IA
2563
IFS Advisors
Kansas
$9.89K
WW
2564
Winnow Wealth
Texas
$9.74K
CWA
2565
Carolina Wealth Advisors
South Carolina
$9.47K
MAS
2566
MPWM Advisory Solutions
Georgia
$9.11K
GFL
2567
Granite FO LLC
New Hampshire
$9.05K
DWM
2568
Darwin Wealth Management
Florida
$9.01K
LFA
2569
LGT Financial Advisors
Texas
$8.97K
DFA
2570
DHJJ Financial Advisors
Illinois
$8.81K
SIP
2571
Sellwood Investment Partners
Oregon
$8.8K
EAM
2572
Eukles Asset Management
Ohio
$8.47K
MBFW
2573
Morton Brown Family Wealth
Pennsylvania
$8.38K
TLA
2574
Tanglewood Legacy Advisors
Texas
$8.38K
HFS
2575
Hopwood Financial Services
Virginia
$8.38K