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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
ANB
2701
Amarillo National Bank
Texas
HWMG
2702
Hurlow Wealth Management Group
Indiana
CS
2703
Candriam SCA
Luxembourg
TBT
2704
Texas Bank & Trust
Texas
VF
2705
Virtu Financial
New York
SOW
2706
State of Wyoming
Wyoming
CCAL
2707
City Center Advisors LLC
Michigan
CWM
2708
Challenger Wealth Management
California
BIM
2709
Baldwin Investment Management
Pennsylvania
HFRG
2710
Houlihan Financial Resource Group
Virginia
TA
2711
TFB Advisors
Kansas
RL
2712
Retireful LLC
Michigan
LSA
2713
Lion Street Advisors
Texas
JTWM
2714
Jackson Thornton Wealth Management
Alabama
LA
2715
LM Advisors
California
LF
2716
LifePlan Financial
Minnesota
IGGA
2717
Iron Gate Global Advisors
Utah
ACM
2718
Alpha Capital Management
Texas
AFA
2719
Allium Financial Advisors
Oregon
SO
2720
Sierra Ocean
California
WP
2721
WealthPLAN Partners
Nebraska
PWM
2722
Puff Wealth Management
New Jersey
TSMHT
2723
Thurston Springer Miller Herd & Titak
Indiana
MWM
2724
MorganRosel Wealth Management
Colorado
BCMLT
2725
Beacon Capital Management LLC (Tennessee)
Tennessee