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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
MCM
1426
Monarch Capital Management
Indiana
$796K
BFO
1427
Biltmore Family Office
North Carolina
$794K
MCM
1428
Manchester Capital Management
Vermont
$793K
HP
1429
Holistic Planning
Texas
$792K
AWM
1430
Aprio Wealth Management
Georgia
$792K
AIM
1431
Athena Investment Management
California
$792K
QWM
1432
Quadcap Wealth Management
Texas
$789K
NFTC
1433
North Forty Two & Co
Oregon
$789K
VBA
1434
von Borstel & Associates
Oregon
$785K
SWA
1435
Stratos Wealth Advisors
Ohio
$784K
PL
1436
Perpetual Ltd
Australia
$782K
GCM
1437
Genus Capital Management
British Columbia, Canada
$780K
SB
1438
Strategic Blueprint
Georgia
$779K
GWANC
1439
Guardian Wealth Advisors (North Carolina)
North Carolina
$777K
RCM
1440
Radnor Capital Management
Pennsylvania
$775K
ML
1441
McAdam LLC
Pennsylvania
$775K
NNPTE
1442
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$775K
AWE
1443
Avidian Wealth Enterprises
Texas
$771K
MCM
1444
Monument Capital Management
Virginia
$769K
PWP
1445
Phillips Wealth Planners
Mississippi
$768K
JC
1446
Jacobs & Co
California
$767K
BWM
1447
Baron Wealth Management
Michigan
$767K
RCG
1448
Regatta Capital Group
California
$766K
CWG
1449
Crown Wealth Group
North Carolina
$762K
RMDI
1450
R.M. Davis Inc
Maine
$760K