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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
2,627
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
CWS
1126
Cypress Wealth Services
California
$1.44M
SI
1127
Severin Investments
Missouri
$1.44M
PW
1128
Potentia Wealth
California
$1.43M
AI
1129
Accredited Investors
Minnesota
$1.43M
CNBOF
1130
City National Bank of Florida
Florida
$1.42M
SCM
1131
SCS Capital Management
Massachusetts
$1.42M
IA
1132
Integrity Alliance
Iowa
$1.42M
LGA
1133
Lebenthal Global Advisors
New York
$1.41M
OPCM
1134
Osborne Partners Capital Management
California
$1.41M
HNB
1135
Hilltop National Bank
Wyoming
$1.41M
VWM
1136
Vivid Wealth Management
Iowa
$1.4M
ACS
1137
Archford Capital Strategies
Illinois
$1.4M
KWA
1138
Kingswood Wealth Advisors
California
$1.4M
KIM
1139
Kestra Investment Management
Texas
$1.4M
AIA
1140
Affinity Investment Advisors
California
$1.4M
KC
1141
Knuff & Co
California
$1.4M
CIC
1142
Chilton Investment Company
Connecticut
$1.4M
PAM
1143
Palisade Asset Management
Minnesota
$1.39M
DI
1144
Diligent Investors
California
$1.39M
BAG
1145
Bridgewealth Advisory Group
California
$1.39M
PCS
1146
Personal CFO Solutions
New Jersey
$1.38M
CIAS
1147
Capital Investment Advisory Services
North Carolina
$1.38M
LF
1148
Lantz Financial
Illinois
$1.38M
AW
1149
Alteri Wealth
California
$1.37M
VRM
1150
Vectors Research Management
New York
$1.37M