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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
BCA
1226
Bay Colony Advisors
Massachusetts
$1.19M
BFG
1227
Berger Financial Group
Minnesota
$1.18M
IAIM
1228
International Assets Investment Management
Florida
$1.18M
NFG
1229
Nations Financial Group
Iowa
$1.18M
TCM
1230
Telos Capital Management
California
$1.18M
CSC
1231
Cove Street Capital
California
$1.18M
RWP
1232
Ridgecrest Wealth Partners
California
$1.17M
TCWA
1233
Turtle Creek Wealth Advisors
Texas
$1.17M
Koshinski Asset Management
1234
Koshinski Asset Management
Illinois
$1.17M
AIM
1235
Anchor Investment Management
South Carolina
$1.17M
NWAG
1236
Net Worth Advisory Group
Utah
$1.17M
LF
1237
LifeSteps Financial
California
$1.17M
SAM
1238
Sompo Asset Management
Japan
$1.16M
HWP
1239
Highline Wealth Partners
California
$1.15M
LPAM
1240
Lodestar Private Asset Management
California
$1.15M
FFA
1241
Fragasso Financial Advisors
Pennsylvania
$1.15M
HWAM
1242
Hennion & Walsh Asset Management
New Jersey
$1.15M
SC
1243
Scratch Capital
Idaho
$1.15M
FPL
1244
Fortress Private Ledger
North Carolina
$1.15M
CCA
1245
Childress Capital Advisors
Texas
$1.15M
1CP
1246
17 Capital Partners
Arizona
$1.15M
MWM
1247
Modern Wealth Management
Kansas
$1.15M
NCM
1248
Neumann Capital Management
California
$1.14M
EAM
1249
Empirical Asset Management
Massachusetts
$1.13M
QC
1250
Quent Capital
New York
$1.13M