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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
CH
1351
Cromwell Holdings
Wyoming
$936K
PMG
1352
Private Management Group
California
$935K
ANC
1353
Ames National Corp
Iowa
$933K
AP
1354
Appleton Partners
Massachusetts
$931K
PA
1355
PFW Advisors
Georgia
$928K
PCA
1356
Providence Capital Advisors
North Carolina
$927K
SEIA
1357
Signature Estate & Investment Advisors
California
$924K
KJWM
1358
Kiley Juergens Wealth Management
Washington
$922K
WBCM
1359
Wilson & Boucher Capital Management
California
$922K
SIM
1360
Studio Investment Management
Illinois
$919K
HWA
1361
HCR Wealth Advisors
California
$911K
ATFA
1362
All Terrain Financial Advisors
Minnesota
$911K
WA1
1363
Wimmer Associates 1
California
$906K
NRI
1364
NFP Retirement Inc
California
$905K
MP
1365
Mangrove Partners
Connecticut
$905K
AIIMS
1366
Analyst IMS Investment Management Services
Israel
$904K
OFS
1367
OneAscent Financial Services
Alabama
$902K
AWM
1368
Accurate Wealth Management
Florida
$901K
AIM
1369
Aspen Investment Management
Michigan
$900K
SW
1370
SVB Wealth
Massachusetts
$899K
QPWM
1371
Quadrant Private Wealth Management
Pennsylvania
$898K
OC
1372
Opinicus Capital
Florida
$898K
IWA
1373
IVC Wealth Advisors
Pennsylvania
$895K
WT
1374
Washington Trust
Rhode Island
$892K
HTI
1375
Hikari Tsushin Inc
Japan
$891K