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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
PCG
1301
Prosperity Consulting Group
Maryland
$1.01M
BW
1302
BIP Wealth
Georgia
$1.01M
JFL
1303
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.01M
SYBT
1304
Stock Yards Bank & Trust
Kentucky
$1M
MAWA
1305
Moss Adams Wealth Advisors
Washington
$1M
NIM
1306
Northeast Investment Management
Massachusetts
$999K
SWM
1307
SeaCrest Wealth Management
New York
$997K
TWM
1308
Thrive Wealth Management
Pennsylvania
$993K
CGL
1309
Clarius Group LLC
Washington
$988K
DG
1310
DMC Group
Alabama
$988K
EW
1311
Entruity Wealth
California
$987K
FFA
1312
Florida Financial Advisors
Florida
$984K
PWMAG
1313
Pinnacle Wealth Management Advisory Group
New Jersey
$983K
ASC
1314
Atalanta Sosnoff Capital
New York
$983K
MAM
1315
Madison Asset Management
Wisconsin
$983K
SC
1316
Sepio Capital
Utah
$979K
PCFFS
1317
Pacific Center for Financial Services
California
$979K
CIG
1318
Cullen Investment Group
Louisiana
$976K
LIA
1319
LBMC Investment Advisors
Tennessee
$975K
CCG
1320
Coastwise Capital Group
California
$968K
CCWM
1321
Correct Capital Wealth Management
Missouri
$968K
RCM
1322
RB Capital Management
Nevada
$968K
ZBNA
1323
Zions Bancorporation, National Association
Utah
$967K
RWA
1324
River Wealth Advisors
Pennsylvania
$967K
KA
1325
Kovack Advisors
Florida
$967K