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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
PW
1126
Potentia Wealth
California
$1.43M
AI
1127
Accredited Investors
Minnesota
$1.43M
CNBOF
1128
City National Bank of Florida
Florida
$1.42M
SCM
1129
SCS Capital Management
Massachusetts
$1.42M
IA
1130
Integrity Alliance
Iowa
$1.42M
LGA
1131
Lebenthal Global Advisors
New York
$1.41M
OPCM
1132
Osborne Partners Capital Management
California
$1.41M
HNB
1133
Hilltop National Bank
Wyoming
$1.41M
VWM
1134
Vivid Wealth Management
Iowa
$1.4M
ACS
1135
Archford Capital Strategies
Illinois
$1.4M
KWA
1136
Kingswood Wealth Advisors
California
$1.4M
KIM
1137
Kestra Investment Management
Texas
$1.4M
AIA
1138
Affinity Investment Advisors
California
$1.4M
KC
1139
Knuff & Co
California
$1.4M
CIC
1140
Chilton Investment Company
Connecticut
$1.4M
PAM
1141
Palisade Asset Management
Minnesota
$1.39M
DI
1142
Diligent Investors
California
$1.39M
BAG
1143
Bridgewealth Advisory Group
California
$1.39M
PCS
1144
Personal CFO Solutions
New Jersey
$1.38M
CIAS
1145
Capital Investment Advisory Services
North Carolina
$1.38M
LF
1146
Lantz Financial
Illinois
$1.38M
AW
1147
Alteri Wealth
California
$1.37M
VRM
1148
Vectors Research Management
New York
$1.37M
DWA
1149
Douglass Winthrop Advisors
New York
$1.37M
WFI
1150
West Family Investments
California
$1.36M