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Wells Fargo

2,601 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,056 increasing their positions, 941 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: $ → $

less funds holding

Funds holding:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.03B
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
HWMG
2676
Hurlow Wealth Management Group
Indiana
CS
2677
Candriam SCA
Luxembourg
TBT
2678
Texas Bank & Trust
Texas
VF
2679
Virtu Financial
New York
SOW
2680
State of Wyoming
Wyoming
CCAL
2681
City Center Advisors LLC
Michigan
CWM
2682
Challenger Wealth Management
California
BIM
2683
Baldwin Investment Management
Pennsylvania
HFRG
2684
Houlihan Financial Resource Group
Virginia
TA
2685
TFB Advisors
Kansas
RL
2686
Retireful LLC
Michigan
LSA
2687
Lion Street Advisors
Texas
JTWM
2688
Jackson Thornton Wealth Management
Alabama
LA
2689
LM Advisors
California
LF
2690
LifePlan Financial
Minnesota
IGGA
2691
Iron Gate Global Advisors
Utah
ACM
2692
Alpha Capital Management
Texas
AFA
2693
Allium Financial Advisors
Oregon
SO
2694
Sierra Ocean
California
WP
2695
WealthPLAN Partners
Nebraska
PWM
2696
Puff Wealth Management
New Jersey
TSMHT
2697
Thurston Springer Miller Herd & Titak
Indiana
MWM
2698
MorganRosel Wealth Management
Colorado
BCMLT
2699
Beacon Capital Management LLC (Tennessee)
Tennessee
BA
2700
Bellwether Advisors
Nebraska