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Wells Fargo

2,605 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, 1,057 increasing their positions, 943 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,605
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.03B
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
AC
1076
AlphaCore Capital
California
$1.55M
JCM
1077
Jacobi Capital Management
Pennsylvania
$1.54M
TCOT
1078
Trust Company of Toledo
Ohio
$1.54M
MFIM
1079
Mesirow Financial Investment Management
Illinois
$1.53M
CW
1080
CreativeOne Wealth
Kansas
$1.53M
SAM
1081
Shell Asset Management
Netherlands
$1.53M
SIA
1082
SeaBridge Investment Advisors
New Jersey
$1.52M
1IA
1083
1834 Investment Advisors
Wisconsin
$1.52M
PWA
1084
Providence Wealth Advisors
Illinois
$1.52M
CT
1085
Chicago Trust
Illinois
$1.52M
EM
1086
Excalibur Management
Massachusetts
$1.52M
AF
1087
Advisornet Financial
Minnesota
$1.52M
SL
1088
Sentry LLC
Tennessee
$1.51M
BOC
1089
Barbara Oil Co
Illinois
$1.51M
VBFP
1090
Valtinson Bruner Financial Planning
Minnesota
$1.5M
PWPS
1091
Pinnacle Wealth Planning Services
Ohio
$1.5M
RAG
1092
RIA Advisory Group
Iowa
$1.5M
FNT
1093
First National Trust
Pennsylvania
$1.49M
HT
1094
Heritage Trust
Oklahoma
$1.49M
CFA
1095
Cahill Financial Advisors
Minnesota
$1.49M
IAMOG
1096
Investors Asset Management of Georgia
Georgia
$1.49M
WBG
1097
Wharton Business Group
Pennsylvania
$1.48M
BP
1098
BBR Partners
New York
$1.48M
HCMT
1099
Highland Capital Management (Tennessee)
Tennessee
$1.47M
FHC
1100
First Horizon Corporation
Tennessee
$1.47M