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Wells Fargo

2,619 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, 1,064 increasing their positions, 950 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.81% less ownership

Funds ownership: 76.29%74.47% (-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
2,619
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
JWM
976
Jeppson Wealth Management
California
$2.08M
IAN
977
Integrated Advisors Network
Texas
$2.08M
MG
978
Mather Group
Illinois
$2.08M
SMA
979
Sage Mountain Advisors
Georgia
$2.07M
HCM
980
Howard Capital Management
Georgia
$2.05M
AWM
981
Aviso Wealth Management
Washington
$2.05M
SCTC
982
Sanibel Captiva Trust Company
Florida
$2.04M
BFIM
983
Beese Fulmer Investment Management
Ohio
$2.04M
MIC
984
Meridian Investment Counsel
California
$2.04M
AA
985
Armis Advisers
Georgia
$2.04M
FSA
986
Fort Sheridan Advisors
Illinois
$2.03M
CIC
987
Carnegie Investment Counsel
Ohio
$2.03M
Kayne Anderson Rudnick Investment Management
988
Kayne Anderson Rudnick Investment Management
California
$2.03M
NHC
989
Nicholas Hoffman & Company
Georgia
$2.03M
CC
990
Cadinha & Co
Hawaii
$2.03M
IA
991
Insight Advisors
Pennsylvania
$2.02M
CWA
992
Crux Wealth Advisors
California
$2.02M
A
993
AlphaQuest
New York
$2.02M
NS
994
NBC Securities
Alabama
$2.01M
PTC
995
Private Trust Company
Ohio
$2.01M
LIM
996
Leavell Investment Management
Alabama
$2.01M
PB
997
Pinnacle Bancorp
Nebraska
$1.99M
MK
998
MASTERINVEST Kapitalanlage
$1.99M
HSA
999
HBK Sorce Advisory
Pennsylvania
$1.98M
OCM
1000
One Capital Management
California
$1.97M