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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
OWA
2751
Opal Wealth Advisors
New York
PHK
2752
Point72 Hong Kong
Hong Kong
BOTPPF
2753
Board of the Pension Protection Fund
United Kingdom
IMC
2754
Investment Management Corporation
Virginia
MAFA
2755
MJT & Associates Financial Advisory
Minnesota
TIM
2756
Total Investment Management
Arizona
MAWAG
2757
Mid-American Wealth Advisory Group
Missouri
WCM
2758
WealthTrak Capital Management
Virginia
RAM
2759
Riggs Asset Management
Pennsylvania
SC
2760
Solstein Capital
California
Fuller & Thaler Asset Management
2761
Fuller & Thaler Asset Management
California
NRG
2762
Nemes Rush Group
Michigan
GWM
2763
Gitterman Wealth Management
New Jersey
EWA
2764
EQ Wealth Advisors
Texas
SC
2765
Stephens Consulting
Michigan
BFS
2766
Burkett Financial Services
South Carolina
KWM
2767
Kiker Wealth Management
Georgia
MPW
2768
MASECO Private Wealth
RI
2769
Ridgewood Investments
New Jersey
OW
2770
Olistico Wealth
Oklahoma
MSFP
2771
Mark Sheptoff Financial Planning
Connecticut
KHC
2772
Koesten Hirschmann & Crabtree
Kansas
PA
2773
Pineridge Advisors
Missouri