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Wells Fargo

2,619 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, 1,064 increasing their positions, 950 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.81% less ownership

Funds ownership: 76.29%74.47% (-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
2,619
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
GG
1301
Greenwood Gearhart
Arkansas
$1.03M
SC
1302
SouthState Corp
Florida
$1.03M
NWM
1303
Northwest Wealth Management
Iowa
$1.03M
TWP
1304
Tyche Wealth Partners
Texas
$1.02M
HIA
1305
Harbor Investment Advisory
Maryland
$1.02M
WWM
1306
Western Wealth Management
Colorado
$1.02M
TCOV
1307
Trust Company of Vermont
Vermont
$1.01M
HCP
1308
Hardin Capital Partners
South Carolina
$1.01M
SAM
1309
S.A. Mason
Michigan
$1.01M
PCG
1310
Prosperity Consulting Group
Maryland
$1.01M
BW
1311
BIP Wealth
Georgia
$1.01M
JFL
1312
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.01M
SYBT
1313
Stock Yards Bank & Trust
Kentucky
$1M
MAWA
1314
Moss Adams Wealth Advisors
Washington
$1M
NIM
1315
Northeast Investment Management
Massachusetts
$999K
SWM
1316
SeaCrest Wealth Management
New York
$997K
TWM
1317
Thrive Wealth Management
Pennsylvania
$993K
CGL
1318
Clarius Group LLC
Washington
$988K
DG
1319
DMC Group
Alabama
$988K
EW
1320
Entruity Wealth
California
$987K
FFA
1321
Florida Financial Advisors
Florida
$984K
PWMAG
1322
Pinnacle Wealth Management Advisory Group
New Jersey
$983K
ASC
1323
Atalanta Sosnoff Capital
New York
$983K
MAM
1324
Madison Asset Management
Wisconsin
$983K
SC
1325
Sepio Capital
Utah
$979K