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Wells Fargo

2,645 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, 1,076 increasing their positions, 962 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
2,645
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
BIM
2726
Baldwin Investment Management
Pennsylvania
HFRG
2727
Houlihan Financial Resource Group
Virginia
TA
2728
TFB Advisors
Kansas
RL
2729
Retireful LLC
Michigan
LSA
2730
Lion Street Advisors
Texas
JTWM
2731
Jackson Thornton Wealth Management
Alabama
LA
2732
LM Advisors
California
LF
2733
LifePlan Financial
Minnesota
IGGA
2734
Iron Gate Global Advisors
Utah
ACM
2735
Alpha Capital Management
Texas
AFA
2736
Allium Financial Advisors
Oregon
SO
2737
Sierra Ocean
California
WP
2738
WealthPLAN Partners
Nebraska
PWM
2739
Puff Wealth Management
New Jersey
TSMHT
2740
Thurston Springer Miller Herd & Titak
Indiana
MWM
2741
MorganRosel Wealth Management
Colorado
BCMLT
2742
Beacon Capital Management LLC (Tennessee)
Tennessee
BA
2743
Bellwether Advisors
Nebraska
FC
2744
Family CFO
California
TCM
2745
Traub Capital Management
Massachusetts
PFG
2746
Putney Financial Group
California
CCM
2747
Carderock Capital Management
Maryland
AWM
2748
Atticus Wealth Management
Florida
GC
2749
Garde Capital
Washington
GC
2750
GFG Capital
Florida