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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 reducing their positions, and 128 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: $ → $

1.8% less ownership

Funds ownership: 76.3%74.5% (-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
2,627
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 +$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
TIAAOA
2551
Teachers Insurance & Annuity Association of America
New York
$24.5K
BGWM
2552
Bridge Generations Wealth Management
Florida
$23.5K
CCM
2553
Copeland Capital Management
Pennsylvania
$21.6K
TPBG
2554
Turning Point Benefit Group
Maryland
$21.6K
HB
2555
Horizon Bancorp
Indiana
$21K
CMP
2556
Coston McIsaac & Partners
Maine
$21K
EWP
2557
Elevation Wealth Partners
California
$19.7K
GF
2558
GGM Financials
Ohio
$19.4K
KA
2559
Kozak & Associates
Colorado
$18.9K
HHGA
2560
Halbert Hargrove Global Advisors
California
$18.3K
HIW
2561
Holos Integrated Wealth
Pennsylvania
$18K
CWM
2562
Consultiva Wealth Management
Puerto Rico
$17.4K
QL
2563
Quarry LP
New York
$16.9K
WA
2564
Whipplewood Advisors
Colorado
$16.8K
ICCON
2565
Investment Counsel Company of Nevada
Nevada
$16.8K
PG
2566
Proffitt & Goodson
Tennessee
$16.4K
TFA
2567
Toth Financial Advisory
Virginia
$16.3K
AP
2568
Aspect Partners
Virginia
$15.9K
ACM
2569
Anfield Capital Management
California
$15.8K
CIM
2570
Contravisory Investment Management
Massachusetts
$15.6K
PS
2571
Pinney & Scofield
Massachusetts
$15.2K
BIM
2572
Breakwater Investment Management
Washington
$14.9K
WWM
2573
Wolff Wiese Magana
California
$13.4K
TCA
2574
Trifecta Capital Advisors
Illinois
$12.7K
SC
2575
Swan Capital
Florida
$12.6K