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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
BC
2551
Broadwater Capital
Massachusetts
$11.1K
IA
2552
IFS Advisors
Kansas
$9.89K
WW
2553
Winnow Wealth
Texas
$9.74K
CWA
2554
Carolina Wealth Advisors
South Carolina
$9.47K
MAS
2555
MPWM Advisory Solutions
Georgia
$9.11K
GFL
2556
Granite FO LLC
New Hampshire
$9.05K
DWM
2557
Darwin Wealth Management
Florida
$9.01K
LFA
2558
LGT Financial Advisors
Texas
$8.97K
DFA
2559
DHJJ Financial Advisors
Illinois
$8.81K
SIP
2560
Sellwood Investment Partners
Oregon
$8.8K
EAM
2561
Eukles Asset Management
Ohio
$8.47K
MBFW
2562
Morton Brown Family Wealth
Pennsylvania
$8.38K
TLA
2563
Tanglewood Legacy Advisors
Texas
$8.38K
HFS
2564
Hopwood Financial Services
Virginia
$8.38K
CFG
2565
Clayton Financial Group
Missouri
$8.38K
GTAM
2566
Global Trust Asset Management
Florida
$8.11K
WA
2567
Westfuller Advisors
New York
$8.05K
PWA
2568
Provenance Wealth Advisors
Florida
$7.46K
STB
2569
S&T Bank
Pennsylvania
$6.54K
GJIA
2570
Glass Jacobson Investment Advisors
Maryland
$6.29K
T
2571
Transce3nd
Texas
$6.24K
CFFP
2572
Center for Financial Planning
Michigan
$6.2K
WA
2573
WestEnd Advisors
North Carolina
$6.12K
FGAM
2574
Financial Gravity Asset Management
Texas
$6.12K
GWSA
2575
Global Wealth Strategies & Associates
Colorado
$5.53K