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Wells Fargo

2,647 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
2,647
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
BCM
2551
Boreal Capital Management
Florida
$30.5K
GFWA
2552
Grey Fox Wealth Advisors
Delaware
$30.5K
CMA
2553
Cedar Mountain Advisors
Oregon
$29.6K
CIAS
2554
CBIZ Investment Advisory Services
Ohio
$29.3K
MIM
2555
Meridiem Investment Management
United Kingdom
$29.3K
HFS
2556
Horizon Financial Services
North Carolina
$28.8K
CWP
2557
Clark Wealth Partners
Illinois
$28.7K
EPIM
2558
Evelyn Partners Investment Management
$28.5K
RTL
2559
Red Tortoise LLC
Georgia
$28.2K
SIS
2560
Strategic Investment Solutions
Illinois
$27.9K
MAM
2561
Marquette Asset Management
Minnesota
$27.8K
RWA
2562
Redmont Wealth Advisors
Illinois
$26.8K
AIM
2563
Access Investment Management
Georgia
$26.5K
MDA
2564
Minot DeBlois Advisors
Massachusetts
$26.3K
NOI
2565
Newton One Investments
Delaware
$25.9K
RWS
2566
Retirement Wealth Solutions
Wisconsin
$25.8K
PSFG
2567
Park Square Financial Group
Georgia
$25.2K
BCM
2568
Berbice Capital Management
New York
$25.1K
DWM
2569
Dogwood Wealth Management
Kansas
$25.1K
TIAAOA
2570
Teachers Insurance & Annuity Association of America
New York
$24.5K
BGWM
2571
Bridge Generations Wealth Management
Florida
$23.5K
CCM
2572
Copeland Capital Management
Pennsylvania
$21.6K
TPBG
2573
Turning Point Benefit Group
Maryland
$21.6K
HB
2574
Horizon Bancorp
Indiana
$21K
CMP
2575
Coston McIsaac & Partners
Maine
$21K