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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
HAM
1101
Hedges Asset Management
Nevada
$1.47M
FMTC
1102
Farmers & Merchants Trust Company
California
$1.46M
GPA
1103
Garrison Point Advisors
California
$1.46M
GS
1104
GTS Securities
New York
$1.46M
SAG
1105
SageView Advisory Group
California
$1.46M
MT
1106
Midwest Trust
Kansas
$1.46M
DWA
1107
Delap Wealth Advisory
Oregon
$1.45M
TFA
1108
Transamerica Financial Advisors
Florida
$1.45M
PIM
1109
Penobscot Investment Management
Massachusetts
$1.45M
AWM
1110
Arista Wealth Management
Nevada
$1.45M
Financial Engines Advisors
1111
Financial Engines Advisors
California
$1.45M
MSFS
1112
Main Street Financial Solutions
Pennsylvania
$1.44M
BCM
1113
Boltwood Capital Management
California
$1.44M
AA
1114
Alta Advisers
United Kingdom
$1.44M
CWM
1115
Cornerstone Wealth Management
Missouri
$1.44M
CWS
1116
Cypress Wealth Services
California
$1.44M
PW
1117
Potentia Wealth
California
$1.43M
AI
1118
Accredited Investors
Minnesota
$1.43M
CNBOF
1119
City National Bank of Florida
Florida
$1.42M
SCM
1120
SCS Capital Management
Massachusetts
$1.42M
IA
1121
Integrity Alliance
Iowa
$1.42M
LGA
1122
Lebenthal Global Advisors
New York
$1.41M
OPCM
1123
Osborne Partners Capital Management
California
$1.41M
HNB
1124
Hilltop National Bank
Wyoming
$1.41M
VWM
1125
Vivid Wealth Management
Iowa
$1.4M