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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
EWM
1451
Evermay Wealth Management
Virginia
$760K
FWP
1452
FAS Wealth Partners
Kansas
$756K
JFA
1453
JNBA Financial Advisors
Minnesota
$750K
ONST
1454
Old North State Trust
North Carolina
$750K
TTIC
1455
Tower Trust & Investment Company
Iowa
$747K
WLPWM
1456
Walled Lake Planning & Wealth Management
Illinois
$744K
LCWP
1457
Legacy Capital Wealth Partners
Arkansas
$740K
PWM
1458
Prentice Wealth Management
New York
$740K
BFWA
1459
Benchmark Financial Wealth Advisors
Florida
$740K
FMB
1460
Field & Main Bank
Kentucky
$739K
CA
1461
Cumberland Advisors
Florida
$738K
MA
1462
MCF Advisors
Kentucky
$736K
LA
1463
LVW Advisors
New York
$732K
CIM
1464
CIM Investment Management
Pennsylvania
$731K
CWG
1465
Cornerstone Wealth Group
North Carolina
$729K
MFA
1466
Mayflower Financial Advisors
Massachusetts
$725K
CWA
1467
Cornerstone Wealth Advisors
Minnesota
$725K
TL
1468
Tradewinds LLC
North Carolina
$724K
CAC
1469
Core Alternative Capital
Georgia
$724K
CA
1470
Capital Advantage
California
$724K
APW
1471
Austin Private Wealth
Texas
$721K
HI
1472
Hudock Inc
Pennsylvania
$717K
ISFAN
1473
Investor's Fiduciary Advisor Network
Washington
$717K
LFA
1474
Lauterbach Financial Advisors
Texas
$713K
OL
1475
Optas LLC
Texas
$712K