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Wells Fargo

2,619 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, 1,064 increasing their positions, 950 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.81% less ownership

Funds ownership: 76.29%74.47% (-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
2,619
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
VST
1426
Van Strum & Towne
California
$806K
FPB
1427
First PREMIER Bank
South Dakota
$806K
IIC
1428
Integrated Investment Consultants
Michigan
$806K
STA
1429
Smith Thornton Advisors
Alabama
$804K
RC
1430
Rexford Capital
Texas
$802K
KAS
1431
KPP Advisory Services
Kentucky
$801K
OL
1432
OneFund LLC
Florida
$800K
CP
1433
Creekside Partners
California
$799K
HBS
1434
Howard Bailey Securities
Indiana
$799K
MCM
1435
Monarch Capital Management
Indiana
$796K
BFO
1436
Biltmore Family Office
North Carolina
$794K
MCM
1437
Manchester Capital Management
Vermont
$793K
HP
1438
Holistic Planning
Texas
$792K
AWM
1439
Aprio Wealth Management
Georgia
$792K
AIM
1440
Athena Investment Management
California
$792K
QWM
1441
Quadcap Wealth Management
Texas
$789K
NFTC
1442
North Forty Two & Co
Oregon
$789K
VBA
1443
von Borstel & Associates
Oregon
$785K
SWA
1444
Stratos Wealth Advisors
Ohio
$784K
PL
1445
Perpetual Ltd
Australia
$782K
GCM
1446
Genus Capital Management
British Columbia, Canada
$780K
SB
1447
Strategic Blueprint
Georgia
$779K
GWANC
1448
Guardian Wealth Advisors (North Carolina)
North Carolina
$777K
RCM
1449
Radnor Capital Management
Pennsylvania
$775K
ML
1450
McAdam LLC
Pennsylvania
$775K