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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
BFA
1301
Bragg Financial Advisors
North Carolina
$1.05M
PCM
1302
Pointe Capital Management
Michigan
$1.05M
GIP
1303
Greatmark Investment Partners
Georgia
$1.05M
TF
1304
Trek Financial
Arizona
$1.05M
EGM
1305
Engineers Gate Manager
New York
$1.04M
MIA
1306
MeadowBrook Investment Advisors
Michigan
$1.04M
LFG
1307
Larson Financial Group
Missouri
$1.04M
WI
1308
WrapManager Inc
California
$1.03M
CA
1309
Carson Advisory
Georgia
$1.03M
GG
1310
Greenwood Gearhart
Arkansas
$1.03M
SC
1311
SouthState Corp
Florida
$1.03M
NWM
1312
Northwest Wealth Management
Iowa
$1.03M
TWP
1313
Tyche Wealth Partners
Texas
$1.02M
HIA
1314
Harbor Investment Advisory
Maryland
$1.02M
WWM
1315
Western Wealth Management
Colorado
$1.02M
TCOV
1316
Trust Company of Vermont
Vermont
$1.01M
HCP
1317
Hardin Capital Partners
South Carolina
$1.01M
SAM
1318
S.A. Mason
Michigan
$1.01M
PCG
1319
Prosperity Consulting Group
Maryland
$1.01M
BW
1320
BIP Wealth
Georgia
$1.01M
JFL
1321
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.01M
SYBT
1322
Stock Yards Bank & Trust
Kentucky
$1M
MAWA
1323
Moss Adams Wealth Advisors
Washington
$1M
NIM
1324
Northeast Investment Management
Massachusetts
$999K
SWM
1325
SeaCrest Wealth Management
New York
$997K