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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
2,627
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
TFO
1351
Tarbox Family Office
California
$942K
EW
1352
Element Wealth
Mississippi
$939K
CH
1353
Cromwell Holdings
Wyoming
$936K
PMG
1354
Private Management Group
California
$935K
ANC
1355
Ames National Corp
Iowa
$933K
AP
1356
Appleton Partners
Massachusetts
$931K
PA
1357
PFW Advisors
Georgia
$928K
PCA
1358
Providence Capital Advisors
North Carolina
$927K
SEIA
1359
Signature Estate & Investment Advisors
California
$924K
KJWM
1360
Kiley Juergens Wealth Management
Washington
$922K
WBCM
1361
Wilson & Boucher Capital Management
California
$922K
SIM
1362
Studio Investment Management
Illinois
$919K
HWA
1363
HCR Wealth Advisors
California
$911K
ATFA
1364
All Terrain Financial Advisors
Minnesota
$911K
WA1
1365
Wimmer Associates 1
California
$906K
NRI
1366
NFP Retirement Inc
California
$905K
MP
1367
Mangrove Partners
Connecticut
$905K
AIIMS
1368
Analyst IMS Investment Management Services
Israel
$904K
OFS
1369
OneAscent Financial Services
Alabama
$902K
AWM
1370
Accurate Wealth Management
Florida
$901K
AIM
1371
Aspen Investment Management
Michigan
$900K
SW
1372
SVB Wealth
Massachusetts
$899K
QPWM
1373
Quadrant Private Wealth Management
Pennsylvania
$898K
OC
1374
Opinicus Capital
Florida
$898K
IWA
1375
IVC Wealth Advisors
Pennsylvania
$895K