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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
CRWM
1201
Castle Rock Wealth Management
California
$1.19M
CP
1202
Clarendon Private
Massachusetts
$1.19M
SIC
1203
Salem Investment Counselors
North Carolina
$1.19M
AFP
1204
Ausdal Financial Partners
Iowa
$1.19M
VPP
1205
Vertex Planning Partners
Illinois
$1.19M
SAW
1206
Signal Advisors Wealth
Michigan
$1.19M
CCM
1207
Cohen Capital Management
California
$1.19M
BCA
1208
Bay Colony Advisors
Massachusetts
$1.19M
BFG
1209
Berger Financial Group
Minnesota
$1.18M
IAIM
1210
International Assets Investment Management
Florida
$1.18M
NFG
1211
Nations Financial Group
Iowa
$1.18M
TCM
1212
Telos Capital Management
California
$1.18M
CSC
1213
Cove Street Capital
California
$1.18M
RWP
1214
Ridgecrest Wealth Partners
California
$1.17M
TCWA
1215
Turtle Creek Wealth Advisors
Texas
$1.17M
Koshinski Asset Management
1216
Koshinski Asset Management
Illinois
$1.17M
AIM
1217
Anchor Investment Management
South Carolina
$1.17M
NWAG
1218
Net Worth Advisory Group
Utah
$1.17M
LF
1219
LifeSteps Financial
California
$1.17M
SAM
1220
Sompo Asset Management
Japan
$1.16M
HWP
1221
Highline Wealth Partners
California
$1.15M
LPAM
1222
Lodestar Private Asset Management
California
$1.15M
FFA
1223
Fragasso Financial Advisors
Pennsylvania
$1.15M
HWAM
1224
Hennion & Walsh Asset Management
New Jersey
$1.15M
SC
1225
Scratch Capital
Idaho
$1.15M