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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
HT
1101
Heritage Trust
Oklahoma
$1.49M
CFA
1102
Cahill Financial Advisors
Minnesota
$1.49M
IAMOG
1103
Investors Asset Management of Georgia
Georgia
$1.49M
WBG
1104
Wharton Business Group
Pennsylvania
$1.48M
BP
1105
BBR Partners
New York
$1.48M
KP
1106
Keel Point
Alabama
$1.48M
HCMT
1107
Highland Capital Management (Tennessee)
Tennessee
$1.47M
FHC
1108
First Horizon Corporation
Tennessee
$1.47M
HAM
1109
Hedges Asset Management
Nevada
$1.47M
FMTC
1110
Farmers & Merchants Trust Company
California
$1.46M
GPA
1111
Garrison Point Advisors
California
$1.46M
GS
1112
GTS Securities
New York
$1.46M
SAG
1113
SageView Advisory Group
California
$1.46M
MT
1114
Midwest Trust
Kansas
$1.46M
DWA
1115
Delap Wealth Advisory
Oregon
$1.45M
TFA
1116
Transamerica Financial Advisors
Florida
$1.45M
PIM
1117
Penobscot Investment Management
Massachusetts
$1.45M
AWM
1118
Arista Wealth Management
Nevada
$1.45M
Financial Engines Advisors
1119
Financial Engines Advisors
California
$1.45M
MSFS
1120
Main Street Financial Solutions
Pennsylvania
$1.44M
BCM
1121
Boltwood Capital Management
California
$1.44M
AA
1122
Alta Advisers
United Kingdom
$1.44M
CWM
1123
Cornerstone Wealth Management
Missouri
$1.44M
CWS
1124
Cypress Wealth Services
California
$1.44M
SIL
1125
Severin Investments, LLC
Missouri
$1.44M