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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
IGGA
2701
Iron Gate Global Advisors
Utah
ACM
2702
Alpha Capital Management
Texas
AFA
2703
Allium Financial Advisors
Oregon
SO
2704
Sierra Ocean
California
WP
2705
WealthPLAN Partners
Nebraska
PWM
2706
Puff Wealth Management
New Jersey
TSMHT
2707
Thurston Springer Miller Herd & Titak
Indiana
MWM
2708
MorganRosel Wealth Management
Colorado
BCMLT
2709
Beacon Capital Management LLC (Tennessee)
Tennessee
BA
2710
Bellwether Advisors
Nebraska
FC
2711
Family CFO
California
TCM
2712
Traub Capital Management
Massachusetts
PFG
2713
Putney Financial Group
California
CCM
2714
Carderock Capital Management
Maryland
AWM
2715
Atticus Wealth Management
Florida
GC
2716
GFG Capital
Florida
OWA
2717
Opal Wealth Advisors
New York
PHK
2718
Point72 Hong Kong
Hong Kong
BOTPPF
2719
Board of the Pension Protection Fund
United Kingdom
IMC
2720
Investment Management Corporation
Virginia
MAFA
2721
MJT & Associates Financial Advisory
Minnesota
TIM
2722
Total Investment Management
Arizona
MAWAG
2723
Mid-American Wealth Advisory Group
Missouri
WCM
2724
WealthTrak Capital Management
Virginia
RAM
2725
Riggs Asset Management
Pennsylvania