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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
EAM
2601
Eukles Asset Management
Ohio
$8.47K
MBFW
2602
Morton Brown Family Wealth
Pennsylvania
$8.38K
TLA
2603
Tanglewood Legacy Advisors
Texas
$8.38K
HFS
2604
Hopwood Financial Services
Virginia
$8.38K
CFG
2605
Clayton Financial Group
Missouri
$8.38K
GTAM
2606
Global Trust Asset Management
Florida
$8.11K
WA
2607
Westfuller Advisors
New York
$8.05K
PWA
2608
Provenance Wealth Advisors
Florida
$7.46K
STB
2609
S&T Bank
Pennsylvania
$6.54K
GJIA
2610
Glass Jacobson Investment Advisors
Maryland
$6.29K
T
2611
Transce3nd
Texas
$6.24K
CFFP
2612
Center for Financial Planning
Michigan
$6.2K
WA
2613
WestEnd Advisors
North Carolina
$6.12K
FGAM
2614
Financial Gravity Asset Management
Texas
$6.12K
GWSA
2615
Global Wealth Strategies & Associates
Colorado
$5.53K
PS
2616
PayPay Securities
Japan
$5.3K
SFCL
2617
Strengthening Families & Communities LLC
Massachusetts
$5.21K
CF
2618
Conquis Financial
California
$5.2K
EPW
2619
Evergreen Private Wealth
Colorado
$4.61K
BFS
2620
Bare Financial Services
Pennsylvania
$4.61K
WOC
2621
West Oak Capital
California
$4.28K
DI
2622
DAGCO Inc
Ohio
$4.19K
DAL
2623
Delta Accumulation LLC
California
$4.12K
HIA
2624
HFM Investment Advisors
New Jersey
$3.77K
AFWM
2625
Abich Financial Wealth Management
Virginia
$3.57K