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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
BA
2726
Bellwether Advisors
Nebraska
FC
2727
Family CFO
California
TCM
2728
Traub Capital Management
Massachusetts
PFG
2729
Putney Financial Group
California
CCM
2730
Carderock Capital Management
Maryland
AWM
2731
Atticus Wealth Management
Florida
GC
2732
Garde Capital
Washington
GC
2733
GFG Capital
Florida
OWA
2734
Opal Wealth Advisors
New York
PHK
2735
Point72 Hong Kong
Hong Kong
BOTPPF
2736
Board of the Pension Protection Fund
United Kingdom
IMC
2737
Investment Management Corporation
Virginia
MAFA
2738
MJT & Associates Financial Advisory
Minnesota
TIM
2739
Total Investment Management
Arizona
MAWAG
2740
Mid-American Wealth Advisory Group
Missouri
WCM
2741
WealthTrak Capital Management
Virginia
RAM
2742
Riggs Asset Management
Pennsylvania
SC
2743
Solstein Capital
California
Fuller & Thaler Asset Management
2744
Fuller & Thaler Asset Management
California
NRG
2745
Nemes Rush Group
Michigan
GWM
2746
Gitterman Wealth Management
New Jersey
EWA
2747
EQ Wealth Advisors
Texas
SC
2748
Stephens Consulting
Michigan
BFS
2749
Burkett Financial Services
South Carolina
KWM
2750
Kiker Wealth Management
Georgia