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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
EA
1426
Everpar Advisors
Oklahoma
$818K
AWAU
1427
Alliance Wealth Advisors (Utah)
Utah
$817K
VNA
1428
Valley National Advisers
Pennsylvania
$817K
RT
1429
Rockland Trust
Massachusetts
$813K
WP
1430
WealthShield Partners
North Carolina
$813K
TF
1431
Tudor Financial
Ohio
$812K
MMG
1432
Monetary Management Group
Missouri
$808K
1WM
1433
1900 Wealth Management
Texas
$806K
VST
1434
Van Strum & Towne
California
$806K
FPB
1435
First PREMIER Bank
South Dakota
$806K
IIC
1436
Integrated Investment Consultants
Michigan
$806K
STA
1437
Smith Thornton Advisors
Alabama
$804K
RC
1438
Rexford Capital
Texas
$802K
KAS
1439
KPP Advisory Services
Kentucky
$801K
OL
1440
OneFund LLC
Florida
$800K
CP
1441
Creekside Partners
California
$799K
MCM
1442
Monarch Capital Management
Indiana
$796K
BFO
1443
Biltmore Family Office
North Carolina
$794K
MCM
1444
Manchester Capital Management
Vermont
$793K
HP
1445
Holistic Planning
Texas
$792K
AWM
1446
Aprio Wealth Management
Georgia
$792K
AIM
1447
Athena Investment Management
California
$792K
QWM
1448
Quadcap Wealth Management
Texas
$789K
NFTC
1449
North Forty Two & Co
Oregon
$789K
VBA
1450
von Borstel & Associates
Oregon
$785K