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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
SIM
1351
Studio Investment Management
Illinois
$919K
HWA
1352
HCR Wealth Advisors
California
$911K
ATFA
1353
All Terrain Financial Advisors
Minnesota
$911K
WA1
1354
Wimmer Associates 1
California
$906K
NRI
1355
NFP Retirement Inc
California
$905K
MP
1356
Mangrove Partners
Connecticut
$905K
AIIMS
1357
Analyst IMS Investment Management Services
Israel
$904K
OFS
1358
OneAscent Financial Services
Alabama
$902K
AWM
1359
Accurate Wealth Management
Florida
$901K
AIM
1360
Aspen Investment Management
Michigan
$900K
SW
1361
SVB Wealth
Massachusetts
$899K
QPWM
1362
Quadrant Private Wealth Management
Pennsylvania
$898K
OC
1363
Opinicus Capital
Florida
$898K
IWA
1364
IVC Wealth Advisors
Pennsylvania
$895K
WT
1365
Washington Trust
Rhode Island
$892K
HTI
1366
Hikari Tsushin Inc
Japan
$891K
APP
1367
Avantax Planning Partners
Iowa
$888K
PWW
1368
Pettyjohn Wood & White
Virginia
$883K
BCFD
1369
Boit C.F. David
$882K
AWAP
1370
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$881K
LW
1371
Linscomb Wealth
Texas
$874K
FMLI
1372
Fukoku Mutual Life Insurance
Japan
$873K
KA
1373
Klingman & Associates
New York
$873K
MIFH
1374
Migdal Insurance & Financial Holdings
Israel
$872K
CCA
1375
Carrera Capital Advisors
Michigan
$869K