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Wells Fargo

2,646 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, 1,076 increasing their positions, 963 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.76% less ownership

Funds ownership: 76.31%74.55% (-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
2,646
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 +$626M
2 +$453M
3 +$362M
4
JP Morgan Chase
JP Morgan Chase
New York
+$345M
5
Morgan Stanley
Morgan Stanley
New York
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
BAG
1151
Bridgewealth Advisory Group
California
$1.39M
PCS
1152
Personal CFO Solutions
New Jersey
$1.38M
CIAS
1153
Capital Investment Advisory Services
North Carolina
$1.38M
LF
1154
Lantz Financial
Illinois
$1.38M
AW
1155
Alteri Wealth
California
$1.37M
VRM
1156
Vectors Research Management
New York
$1.37M
DWA
1157
Douglass Winthrop Advisors
New York
$1.37M
WFI
1158
West Family Investments
California
$1.36M
KCM
1159
Kathmere Capital Management
Pennsylvania
$1.35M
AA
1160
Ancora Advisors
Ohio
$1.35M
RWM
1161
Revisor Wealth Management
Ohio
$1.35M
HBT
1162
Hills Bank & Trust
Iowa
$1.34M
CWP
1163
Concord Wealth Partners
Virginia
$1.33M
LD
1164
Lipe & Dalton
New York
$1.33M
SWM
1165
Spire Wealth Management
Virginia
$1.33M
ESB
1166
Essex Savings Bank
Connecticut
$1.33M
ACM
1167
Aljian Capital Management
Nevada
$1.33M
NB
1168
Nicolet Bankshares
Wisconsin
$1.32M
ANTB
1169
AMG National Trust Bank
Colorado
$1.31M
TNB
1170
Thomasville National Bank
Georgia
$1.31M
BGC
1171
Beutel, Goodman & Co
Ontario, Canada
$1.3M
PCM
1172
Prelude Capital Management
New York
$1.3M
WA
1173
Wealth Alliance
New York
$1.3M
LI
1174
LMCG Investments
Massachusetts
$1.3M
BF
1175
Brucke Financial
Indiana
$1.3M