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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
TWM
1326
Thrive Wealth Management
Pennsylvania
$993K
CGL
1327
Clarius Group LLC
Washington
$988K
DG
1328
DMC Group
Alabama
$988K
EW
1329
Entruity Wealth
California
$987K
FFA
1330
Florida Financial Advisors
Florida
$984K
PWMAG
1331
Pinnacle Wealth Management Advisory Group
New Jersey
$983K
ASC
1332
Atalanta Sosnoff Capital
New York
$983K
MAM
1333
Madison Asset Management
Wisconsin
$983K
SC
1334
Sepio Capital
Utah
$979K
PCFFS
1335
Pacific Center for Financial Services
California
$979K
CIG
1336
Cullen Investment Group
Louisiana
$976K
LIA
1337
LBMC Investment Advisors
Tennessee
$975K
CCG
1338
Coastwise Capital Group
California
$968K
CCWM
1339
Correct Capital Wealth Management
Missouri
$968K
RCM
1340
RB Capital Management
Nevada
$968K
ZBNA
1341
Zions Bancorporation, National Association
Utah
$967K
RWA
1342
River Wealth Advisors
Pennsylvania
$967K
KA
1343
Kovack Advisors
Florida
$967K
WIM
1344
WealthPlan Investment Management
Nebraska
$966K
MFS
1345
Mattson Financial Services
Michigan
$962K
AIA
1346
AIMZ Investment Advisors
California
$962K
WIM
1347
Wittenberg Investment Management
Massachusetts
$957K
FTC
1348
Farmers Trust Company
Ohio
$956K
DBIA
1349
Dumont & Blake Investment Advisors
New Jersey
$955K
KTC
1350
Kentucky Trust Company
Kentucky
$953K