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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
PCFFS
1326
Pacific Center for Financial Services
California
$979K
CIG
1327
Cullen Investment Group
Louisiana
$976K
LIA
1328
LBMC Investment Advisors
Tennessee
$975K
CCG
1329
Coastwise Capital Group
California
$968K
CCWM
1330
Correct Capital Wealth Management
Missouri
$968K
RCM
1331
RB Capital Management
Nevada
$968K
ZBNA
1332
Zions Bancorporation, National Association
Utah
$967K
RWA
1333
River Wealth Advisors
Pennsylvania
$967K
KA
1334
Kovack Advisors
Florida
$967K
WIM
1335
WealthPlan Investment Management
Nebraska
$966K
MFS
1336
Mattson Financial Services
Michigan
$962K
AIA
1337
AIMZ Investment Advisors
California
$962K
WIM
1338
Wittenberg Investment Management
Massachusetts
$957K
FTC
1339
Farmers Trust Company
Ohio
$956K
DBIA
1340
Dumont & Blake Investment Advisors
New Jersey
$955K
KTC
1341
Kentucky Trust Company
Kentucky
$953K
POIA
1342
Pin Oak Investment Advisors
Texas
$951K
GC
1343
GatePass Capital
Ohio
$948K
LWM
1344
Liberty Wealth Management
California
$948K
WCM
1345
Winebrenner Capital Management
Kentucky
$946K
NIA
1346
NBZ Investment Advisors
Tennessee
$945K
PFSC
1347
Peoples Financial Services Corp
Pennsylvania
$944K
FFM
1348
Flagstone Financial Management
Nebraska
$944K
TFO
1349
Tarbox Family Office
California
$942K
EW
1350
Element Wealth
Mississippi
$939K