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