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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
WIM
1326
WealthPlan Investment Management
Nebraska
$966K
MFS
1327
Mattson Financial Services
Michigan
$962K
AIA
1328
AIMZ Investment Advisors
California
$962K
WIM
1329
Wittenberg Investment Management
Massachusetts
$957K
FTC
1330
Farmers Trust Company
Ohio
$956K
DBIA
1331
Dumont & Blake Investment Advisors
New Jersey
$955K
KTC
1332
Kentucky Trust Company
Kentucky
$953K
POIA
1333
Pin Oak Investment Advisors
Texas
$951K
GC
1334
GatePass Capital
Ohio
$948K
LWM
1335
Liberty Wealth Management
California
$948K
WCM
1336
Winebrenner Capital Management
Kentucky
$946K
NIA
1337
NBZ Investment Advisors
Tennessee
$945K
PFSC
1338
Peoples Financial Services Corp
Pennsylvania
$944K
FFM
1339
Flagstone Financial Management
Nebraska
$944K
TFO
1340
Tarbox Family Office
California
$942K
EW
1341
Element Wealth
Mississippi
$939K
CH
1342
Cromwell Holdings
Wyoming
$936K
PMG
1343
Private Management Group
California
$935K
ANC
1344
Ames National Corp
Iowa
$933K
AP
1345
Appleton Partners
Massachusetts
$931K
PA
1346
PFW Advisors
Georgia
$928K
PCA
1347
Providence Capital Advisors
North Carolina
$927K
SEIA
1348
Signature Estate & Investment Advisors
California
$924K
KJWM
1349
Kiley Juergens Wealth Management
Washington
$922K
WBCM
1350
Wilson & Boucher Capital Management
California
$922K