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Wells Fargo

2,611 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,061 increasing their positions, 944 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: $ → $

more funds holding

Funds holding:

1.74% less ownership

Funds ownership: 76.2%74.46% (-1.7%)

16% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.04B

16% less funds holding in top 10

Funds holding in top 10: 9176 (-15)

Holders
2,611
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
$5.04B
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
TBWA
2676
Three Bridge Wealth Advisors
California
IA
2677
IFG Advisors
Missouri
SIG
2678
Sargent Investment Group
Maryland
HIMC
2679
Heritage Investors Management Corp
Maryland
SCM
2680
Stordahl Capital Management
Colorado
BWS
2681
Buck Wealth Strategies
Colorado
W
2682
Wealthquest
Ohio
WMP
2683
Wealth Management Partners
Arizona
MPM
2684
MBB Public Markets
Illinois
ANB
2685
Amarillo National Bank
Texas
HWMG
2686
Hurlow Wealth Management Group
Indiana
CS
2687
Candriam SCA
Luxembourg
TBT
2688
Texas Bank & Trust
Texas
VF
2689
Virtu Financial
New York
SOW
2690
State of Wyoming
Wyoming
CCAL
2691
City Center Advisors LLC
Michigan
CWM
2692
Challenger Wealth Management
California
BIM
2693
Baldwin Investment Management
Pennsylvania
HFRG
2694
Houlihan Financial Resource Group
Virginia
TA
2695
TFB Advisors
Kansas
RL
2696
Retireful LLC
Michigan
LSA
2697
Lion Street Advisors
Texas
JTWM
2698
Jackson Thornton Wealth Management
Alabama
LA
2699
LM Advisors
California
LF
2700
LifePlan Financial
Minnesota