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Wells Fargo

2,629 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,068 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: $ → $

1.77% less ownership

Funds ownership: 76.3%74.53% (-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
2,629
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
MMHP
1176
Murphy Middleton Hinkle & Parker
Georgia
$1.29M
SG
1177
StoneX Group
New York
$1.29M
TFA
1178
Tranquilli Financial Advisor
New Jersey
$1.28M
SIM
1179
Sterling Investment Management
Arizona
$1.28M
RDFA
1180
Ritter Daniher Financial Advisory
Ohio
$1.27M
NSIM
1181
North Star Investment Management
Illinois
$1.27M
CAMV
1182
Concord Asset Management (Virginia)
Virginia
$1.27M
HCM
1183
Hutner Capital Management
Vermont
$1.27M
FCCM
1184
First City Capital Management
Georgia
$1.26M
PCP
1185
Perbak Capital Partners
United Kingdom
$1.26M
IVP
1186
Intrinsic Value Partners
Arizona
$1.26M
JWM
1187
Jupiter Wealth Management
Colorado
$1.26M
QWP
1188
Quotient Wealth Partners
Texas
$1.25M
WA
1189
WP Advisors
California
$1.25M
QP
1190
Quilter Plc
United Kingdom
$1.25M
SWGC
1191
Summit Wealth Group (Colorado)
Colorado
$1.25M
HCP
1192
Hexagon Capital Partners
Arkansas
$1.24M
PL
1193
Plancorp LLC
Missouri
$1.24M
CA
1194
Continuum Advisory
Idaho
$1.24M
MIM
1195
MTM Investment Management
South Carolina
$1.24M
EB
1196
Eastern Bank
Massachusetts
$1.24M
PWP
1197
Principle Wealth Partners
Connecticut
$1.23M
Two Sigma Investments
1198
Two Sigma Investments
New York
$1.23M
SC
1199
Sawyer & Company
Massachusetts
$1.23M
LI
1200
Lafayette Investments
Maryland
$1.23M