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Wells Fargo

2,628 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 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
2,628
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
DWM
1026
Drive Wealth Management
Utah
$1.81M
CCM
1027
Collar Capital Management
Wisconsin
$1.79M
IAS
1028
Insigneo Advisory Services
Florida
$1.79M
CT
1029
Caldwell Trust
Florida
$1.79M
FFS
1030
Founders Financial Securities
Maryland
$1.78M
MC
1031
Martin & Co
Tennessee
$1.78M
LI
1032
Louisbourg Investments
New Brunswick, Canada
$1.77M
KIG
1033
Kennedy Investment Group
New Jersey
$1.76M
HSA
1034
Hussman Strategic Advisors
Maryland
$1.76M
LWM
1035
LJI Wealth Management
Indiana
$1.76M
MWM
1036
Meridian Wealth Management
Kentucky
$1.76M
DTC
1037
Davidson Trust Company
Washington
$1.76M
CNBT
1038
Canandaigua National Bank & Trust
New York
$1.75M
GFP
1039
Gryphon Financial Partners
Ohio
$1.75M
BCWM
1040
Bartlett & Co Wealth Management
Ohio
$1.74M
GLLW
1041
Graves Light Lenhart Wealth
Virginia
$1.74M
CCB
1042
Country Club Bank
Missouri
$1.73M
MWM
1043
Modera Wealth Management
New Jersey
$1.73M
RA
1044
Ransom Advisory
Rhode Island
$1.72M
IWM
1045
IHT Wealth Management
Illinois
$1.71M
CI
1046
CX Institutional
Indiana
$1.71M
MIM
1047
Miller Investment Management
Pennsylvania
$1.71M
CIA
1048
Citadel Investment Advisory
Ohio
$1.71M
CTC
1049
Cetera Trust Company
Minnesota
$1.7M
LIA
1050
LS Investment Advisors
Michigan
$1.69M