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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
CWP
2551
Clark Wealth Partners
Illinois
$28.7K
EPIM
2552
Evelyn Partners Investment Management
$28.5K
RTL
2553
Red Tortoise LLC
Georgia
$28.2K
SIS
2554
Strategic Investment Solutions
Illinois
$27.9K
MAM
2555
Marquette Asset Management
Minnesota
$27.8K
RWA
2556
Redmont Wealth Advisors
Illinois
$26.8K
AIM
2557
Access Investment Management
Georgia
$26.5K
MDA
2558
Minot DeBlois Advisors
Massachusetts
$26.3K
NOI
2559
Newton One Investments
Delaware
$25.9K
RWS
2560
Retirement Wealth Solutions
Wisconsin
$25.8K
PSFG
2561
Park Square Financial Group
Georgia
$25.2K
BCM
2562
Berbice Capital Management
New York
$25.1K
DWM
2563
Dogwood Wealth Management
Kansas
$25.1K
TIAAOA
2564
Teachers Insurance & Annuity Association of America
New York
$24.5K
BGWM
2565
Bridge Generations Wealth Management
Florida
$23.5K
CCM
2566
Copeland Capital Management
Pennsylvania
$21.6K
TPBG
2567
Turning Point Benefit Group
Maryland
$21.6K
HB
2568
Horizon Bancorp
Indiana
$21K
CMP
2569
Coston McIsaac & Partners
Maine
$21K
EWP
2570
Elevation Wealth Partners
California
$19.7K
GF
2571
GGM Financials
Ohio
$19.4K
KA
2572
Kozak & Associates
Colorado
$18.9K
HHGA
2573
Halbert Hargrove Global Advisors
California
$18.3K
HIW
2574
Holos Integrated Wealth
Pennsylvania
$18K
CWM
2575
Consultiva Wealth Management
Puerto Rico
$17.4K