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Wells Fargo

2,641 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, 1,075 increasing their positions, 959 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
2,641
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
LSA
2726
Lion Street Advisors
Texas
JTWM
2727
Jackson Thornton Wealth Management
Alabama
LA
2728
LM Advisors
California
LF
2729
LifePlan Financial
Minnesota
IGGA
2730
Iron Gate Global Advisors
Utah
ACM
2731
Alpha Capital Management
Texas
AFA
2732
Allium Financial Advisors
Oregon
SO
2733
Sierra Ocean
California
WP
2734
WealthPLAN Partners
Nebraska
PWM
2735
Puff Wealth Management
New Jersey
TSMHT
2736
Thurston Springer Miller Herd & Titak
Indiana
MWM
2737
MorganRosel Wealth Management
Colorado
BCMLT
2738
Beacon Capital Management LLC (Tennessee)
Tennessee
BA
2739
Bellwether Advisors
Nebraska
FC
2740
Family CFO
California
TCM
2741
Traub Capital Management
Massachusetts
PFG
2742
Putney Financial Group
California
CCM
2743
Carderock Capital Management
Maryland
AWM
2744
Atticus Wealth Management
Florida
GC
2745
Garde Capital
Washington
GC
2746
GFG Capital
Florida
OWA
2747
Opal Wealth Advisors
New York
PHK
2748
Point72 Hong Kong
Hong Kong
BOTPPF
2749
Board of the Pension Protection Fund
United Kingdom
IMC
2750
Investment Management Corporation
Virginia