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Wells Fargo

2,646 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, 963 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: 76.31%74.55% (-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
2,646
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
MGWM
851
Marks Group Wealth Management
Minnesota
$2.84M
GIA
852
GHP Investment Advisors
Colorado
$2.84M
HIM
853
Hillsdale Investment Management
Ontario, Canada
$2.83M
TWM
854
Tradition Wealth Management
Minnesota
$2.83M
ACA
855
Aptus Capital Advisors
Alabama
$2.83M
NAS
856
Nicolet Advisory Services
Wisconsin
$2.82M
TSWM
857
Triangle Securities Wealth Management
North Carolina
$2.82M
SCA
858
Snowden Capital Advisors
New York
$2.82M
AWA
859
Aaron Wealth Advisors
Illinois
$2.81M
LAM
860
Lummis Asset Management
Texas
$2.8M
FRA
861
Frank Rimerman Advisors
California
$2.79M
GM
862
GeoWealth Management
Illinois
$2.79M
SLFPAM
863
St. Louis Financial Planners Asset Management
Missouri
$2.79M
BSI
864
Bennett Selby Investments
Maine
$2.78M
FNBSF
865
First National Bank Sioux Falls
South Dakota
$2.78M
AF
866
Ally Financial
Michigan
$2.77M
MWM
867
Massachusetts Wealth Management
Massachusetts
$2.74M
ACM
868
Aster Capital Management
United Arab Emirates
$2.72M
DW30
869
Drucker Wealth 3.0
New Jersey
$2.72M
AG
870
Advocate Group
Minnesota
$2.71M
MAWCM
871
Mine & Arao Wealth Creation & Management
California
$2.71M
SVWAG
872
Sound View Wealth Advisors Group
Georgia
$2.71M
NCM
873
Northside Capital Management
Oregon
$2.71M
SACTSONJ
874
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.7M
SC
875
Syon Capital
California
$2.69M