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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
WIC
1401
Woodmont Investment Counsel
Tennessee
$834K
MWM
1402
Manske Wealth Management
Texas
$832K
BMC
1403
Beaton Management Company
Massachusetts
$826K
SC
1404
Steph & Co
Wisconsin
$825K
SWM
1405
Sendero Wealth Management
Texas
$824K
WAG
1406
Wallace Advisory Group
California
$823K
GSC
1407
G&S Capital
Colorado
$819K
VWM
1408
Venturi Wealth Management
Texas
$818K
EA
1409
Everpar Advisors
Oklahoma
$818K
AWAU
1410
Alliance Wealth Advisors (Utah)
Utah
$817K
VNA
1411
Valley National Advisers
Pennsylvania
$817K
RT
1412
Rockland Trust
Massachusetts
$813K
WP
1413
WealthShield Partners
North Carolina
$813K
TF
1414
Tudor Financial
Ohio
$812K
MMG
1415
Monetary Management Group
Missouri
$808K
1WM
1416
1900 Wealth Management
Texas
$806K
VST
1417
Van Strum & Towne
California
$806K
FPB
1418
First PREMIER Bank
South Dakota
$806K
IIC
1419
Integrated Investment Consultants
Michigan
$806K
STA
1420
Smith Thornton Advisors
Alabama
$804K
RC
1421
Rexford Capital
Texas
$802K
KAS
1422
KPP Advisory Services
Kentucky
$801K
OL
1423
OneFund LLC
Florida
$800K
CP
1424
Creekside Partners
California
$799K
HBS
1425
Howard Bailey Securities
Indiana
$799K