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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
BRWM
1401
Blue Rock Wealth Management
North Carolina
$843K
NFC
1402
Northstar Financial Companies
Pennsylvania
$843K
SIA
1403
SGL Investment Advisors
Montana
$842K
WB
1404
West Bancorporation
Iowa
$840K
KF
1405
Krilogy Financial
Missouri
$838K
PI
1406
Parkside Investments
Illinois
$838K
SMA
1407
Seven Mile Advisory
New Jersey
$837K
BTWM
1408
Baker Tilly Wealth Management
Wisconsin
$836K
ZIG
1409
Zuckerman Investment Group
Illinois
$836K
LJAC
1410
L.J. Altfest & Co
New York
$835K
AG
1411
AlTi Global
New York
$835K
WIC
1412
Woodmont Investment Counsel
Tennessee
$834K
MWM
1413
Manske Wealth Management
Texas
$832K
BMC
1414
Beaton Management Company
Massachusetts
$826K
SC
1415
Steph & Co
Wisconsin
$825K
SWM
1416
Sendero Wealth Management
Texas
$824K
WAG
1417
Wallace Advisory Group
California
$823K
GSC
1418
G&S Capital
Colorado
$819K
VWM
1419
Venturi Wealth Management
Texas
$818K
EA
1420
Everpar Advisors
Oklahoma
$818K
AWAU
1421
Alliance Wealth Advisors (Utah)
Utah
$817K
VNA
1422
Valley National Advisers
Pennsylvania
$817K
RT
1423
Rockland Trust
Massachusetts
$813K
WP
1424
WealthShield Partners
North Carolina
$813K
TF
1425
Tudor Financial
Ohio
$812K