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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: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
GWSA
2601
Global Wealth Strategies & Associates
Colorado
$5.53K
PS
2602
PayPay Securities
Japan
$5.3K
SFCL
2603
Strengthening Families & Communities LLC
Massachusetts
$5.21K
CF
2604
Conquis Financial
California
$5.2K
EPW
2605
Evergreen Private Wealth
Colorado
$4.61K
BFS
2606
Bare Financial Services
Pennsylvania
$4.61K
WOC
2607
West Oak Capital
California
$4.28K
DI
2608
DAGCO Inc
Ohio
$4.19K
DAL
2609
Delta Accumulation LLC
California
$4.12K
HIA
2610
HFM Investment Advisors
New Jersey
$3.77K
AFWM
2611
Abich Financial Wealth Management
Virginia
$3.57K
FF
2612
Friedenthal Financial
New Jersey
$2.77K
DCM
2613
Davis Capital Management
Florida
$2.6K
NRWA
2614
North Ridge Wealth Advisors
Oregon
$2.52K
DF
2615
DecisionPoint Financial
Arizona
$2.18K
IAS
2616
IMA Advisory Services
Colorado
$2.01K
SA
2617
Seneschal Advisors
Washington
$2.01K
TC
2618
Trust Company
Kansas
$1.93K
EFMH
2619
E Fund Management (HK)
Hong Kong
$1.68K
LWMI
2620
Legacy Wealth Management (Idaho)
Idaho
$1.59K
BMC
2621
Bear Mountain Capital
Washington
$1.02K
ORAM
2622
One River Asset Management
Connecticut
$1.01K
EWM
2623
Evolution Wealth Management
Florida
$838
CWM
2624
Copia Wealth Management
Oregon
$503
SVWA
2625
Sarver Vrooman Wealth Advisors
Missouri
$419