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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
ACS
1126
Archford Capital Strategies
Illinois
$1.4M
KWA
1127
Kingswood Wealth Advisors
California
$1.4M
KIM
1128
Kestra Investment Management
Texas
$1.4M
AIA
1129
Affinity Investment Advisors
California
$1.4M
KC
1130
Knuff & Co
California
$1.4M
CIC
1131
Chilton Investment Company
Connecticut
$1.4M
PAM
1132
Palisade Asset Management
Minnesota
$1.39M
DI
1133
Diligent Investors
California
$1.39M
BAG
1134
Bridgewealth Advisory Group
California
$1.39M
PCS
1135
Personal CFO Solutions
New Jersey
$1.38M
CIAS
1136
Capital Investment Advisory Services
North Carolina
$1.38M
LF
1137
Lantz Financial
Illinois
$1.38M
AW
1138
Alteri Wealth
California
$1.37M
VRM
1139
Vectors Research Management
New York
$1.37M
DWA
1140
Douglass Winthrop Advisors
New York
$1.37M
WFI
1141
West Family Investments
California
$1.36M
KCM
1142
Kathmere Capital Management
Pennsylvania
$1.35M
AA
1143
Ancora Advisors
Ohio
$1.35M
RWM
1144
Revisor Wealth Management
Ohio
$1.35M
HBT
1145
Hills Bank & Trust
Iowa
$1.34M
CWP
1146
Concord Wealth Partners
Virginia
$1.33M
SWM
1147
Spire Wealth Management
Virginia
$1.33M
ESB
1148
Essex Savings Bank
Connecticut
$1.33M
ACM
1149
Aljian Capital Management
Nevada
$1.33M
NB
1150
Nicolet Bankshares
Wisconsin
$1.32M