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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
TCWA
1226
Turtle Creek Wealth Advisors
Texas
$1.17M
Koshinski Asset Management
1227
Koshinski Asset Management
Illinois
$1.17M
AIM
1228
Anchor Investment Management
South Carolina
$1.17M
NWAG
1229
Net Worth Advisory Group
Utah
$1.17M
LF
1230
LifeSteps Financial
California
$1.17M
SAM
1231
Sompo Asset Management
Japan
$1.16M
HWP
1232
Highline Wealth Partners
California
$1.15M
LPAM
1233
Lodestar Private Asset Management
California
$1.15M
FFA
1234
Fragasso Financial Advisors
Pennsylvania
$1.15M
HWAM
1235
Hennion & Walsh Asset Management
New Jersey
$1.15M
SC
1236
Scratch Capital
Idaho
$1.15M
FPL
1237
Fortress Private Ledger
North Carolina
$1.15M
CCA
1238
Childress Capital Advisors
Texas
$1.15M
1CP
1239
17 Capital Partners
Arizona
$1.15M
MWM
1240
Modern Wealth Management
Kansas
$1.15M
NCM
1241
Neumann Capital Management
California
$1.14M
EAM
1242
Empirical Asset Management
Massachusetts
$1.13M
QC
1243
Quent Capital
New York
$1.13M
BTW
1244
Boston Trust Walden
Massachusetts
$1.13M
RCM
1245
Raleigh Capital Management
North Carolina
$1.13M
BMA
1246
Brooks Moore & Associates
Tennessee
$1.13M
MPAM
1247
Murphy Pohlad Asset Management
Minnesota
$1.13M
SWM
1248
Segment Wealth Management
Texas
$1.12M
GIM
1249
Generali Investments Management
Slovenia
$1.12M
FFG
1250
Fiduciary Financial Group
California
$1.12M