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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
AWM
1376
Accurate Wealth Management
Florida
$901K
AIM
1377
Aspen Investment Management
Michigan
$900K
SW
1378
SVB Wealth
Massachusetts
$899K
QPWM
1379
Quadrant Private Wealth Management
Pennsylvania
$898K
OC
1380
Opinicus Capital
Florida
$898K
IWA
1381
IVC Wealth Advisors
Pennsylvania
$895K
WT
1382
Washington Trust
Rhode Island
$892K
HTI
1383
Hikari Tsushin Inc
Japan
$891K
APP
1384
Avantax Planning Partners
Iowa
$888K
PWW
1385
Pettyjohn Wood & White
Virginia
$883K
BCFD
1386
Boit C.F. David
$882K
AWAP
1387
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$881K
LW
1388
Linscomb Wealth
Texas
$874K
FMLI
1389
Fukoku Mutual Life Insurance
Japan
$873K
KA
1390
Klingman & Associates
New York
$873K
MIFH
1391
Migdal Insurance & Financial Holdings
Israel
$872K
CCA
1392
Carrera Capital Advisors
Michigan
$869K
SOS
1393
Silver Oak Securities
Tennessee
$866K
MBT
1394
Montecito Bank & Trust
California
$866K
DC
1395
Diametric Capital
Massachusetts
$866K
WP
1396
Wealthspan Partners
Iowa
$863K
ALAM
1397
Asahi Life Asset Management
Japan
$859K
WCA
1398
Westover Capital Advisors
Delaware
$859K
PIA
1399
Perennial Investment Advisors
California
$858K
ICP
1400
Interchange Capital Partners
Pennsylvania
$855K