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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
HSA
1001
HBK Sorce Advisory
Pennsylvania
$1.98M
OCM
1002
One Capital Management
California
$1.97M
GVAG
1003
Great Valley Advisor Group
Delaware
$1.97M
VIM
1004
Vista Investment Management
Pennsylvania
$1.97M
WG
1005
Welch Group
Alabama
$1.96M
CNBTD
1006
Citizens National Bank Trust Department
Mississippi
$1.94M
JIP
1007
Jaffetilchin Investment Partners
Florida
$1.93M
RPC
1008
Rossmore Private Capital
Connecticut
$1.91M
EWA
1009
EverSource Wealth Advisors
Alabama
$1.89M
FG
1010
Fiduciary Group
Georgia
$1.89M
VAM
1011
Virtue Asset Management
Illinois
$1.87M
BHBT
1012
Burke & Herbert Bank & Trust
Virginia
$1.87M
TPWA
1013
TRUE Private Wealth Advisors
Oregon
$1.86M
DT
1014
Diversified Trust
Tennessee
$1.85M
EFG
1015
Everhart Financial Group
Ohio
$1.85M
PFA
1016
Pure Financial Advisors
California
$1.85M
WBC
1017
Westpac Banking Corp
Australia
$1.84M
HIC
1018
Holderness Investments Company
North Carolina
$1.84M
GC
1019
Gilbert & Cook
Iowa
$1.83M
PK
1020
Pflug Koory
Nebraska
$1.82M
AL
1021
Aspiriant LLC
California
$1.82M
MCWS
1022
McKinley Carter Wealth Services
West Virginia
$1.81M
MMPW
1023
Mitchell McLeod Pugh & Williams
Alabama
$1.81M
HH
1024
Hilltop Holdings
Texas
$1.81M
Fisher Asset Management
1025
Fisher Asset Management
Washington
$1.81M