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Wells Fargo

2,645 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, 962 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
2,645
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
DWM
2601
Darwin Wealth Management
Florida
$9.01K
LFA
2602
LGT Financial Advisors
Texas
$8.97K
DFA
2603
DHJJ Financial Advisors
Illinois
$8.81K
SIP
2604
Sellwood Investment Partners
Oregon
$8.8K
EAM
2605
Eukles Asset Management
Ohio
$8.47K
TLA
2606
Tanglewood Legacy Advisors
Texas
$8.38K
MBFW
2607
Morton Brown Family Wealth
Pennsylvania
$8.38K
HFS
2608
Hopwood Financial Services
Virginia
$8.38K
CFG
2609
Clayton Financial Group
Missouri
$8.38K
GTAM
2610
Global Trust Asset Management
Florida
$8.11K
WA
2611
Westfuller Advisors
New York
$8.05K
PWA
2612
Provenance Wealth Advisors
Florida
$7.46K
STB
2613
S&T Bank
Pennsylvania
$6.54K
GJIA
2614
Glass Jacobson Investment Advisors
Maryland
$6.29K
T
2615
Transce3nd
Texas
$6.24K
CFFP
2616
Center for Financial Planning
Michigan
$6.2K
WA
2617
WestEnd Advisors
North Carolina
$6.12K
FGAM
2618
Financial Gravity Asset Management
Texas
$6.12K
GWSA
2619
Global Wealth Strategies & Associates
Colorado
$5.53K
PS
2620
PayPay Securities
Japan
$5.3K
SFCL
2621
Strengthening Families & Communities LLC
Massachusetts
$5.21K
CF
2622
Conquis Financial
California
$5.2K
EPW
2623
Evergreen Private Wealth
Colorado
$4.61K
BFS
2624
Bare Financial Services
Pennsylvania
$4.61K
WOC
2625
West Oak Capital
California
$4.28K