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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
SWA
1451
Stratos Wealth Advisors
Ohio
$784K
PL
1452
Perpetual Ltd
Australia
$782K
GCM
1453
Genus Capital Management
British Columbia, Canada
$780K
SB
1454
Strategic Blueprint
Georgia
$779K
GWANC
1455
Guardian Wealth Advisors (North Carolina)
North Carolina
$777K
RCM
1456
Radnor Capital Management
Pennsylvania
$775K
ML
1457
McAdam LLC
Pennsylvania
$775K
NNPTE
1458
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$775K
AWE
1459
Avidian Wealth Enterprises
Texas
$771K
MCM
1460
Monument Capital Management
Virginia
$769K
PWP
1461
Phillips Wealth Planners
Mississippi
$768K
JC
1462
Jacobs & Co
California
$767K
BWM
1463
Baron Wealth Management
Michigan
$767K
RCG
1464
Regatta Capital Group
California
$766K
CWG
1465
Crown Wealth Group
North Carolina
$762K
RMDI
1466
R.M. Davis Inc
Maine
$760K
EWM
1467
Evermay Wealth Management
Virginia
$760K
FWP
1468
FAS Wealth Partners
Kansas
$756K
JFA
1469
JNBA Financial Advisors
Minnesota
$750K
ONST
1470
Old North State Trust
North Carolina
$750K
TTIC
1471
Tower Trust & Investment Company
Iowa
$747K
WLPWM
1472
Walled Lake Planning & Wealth Management
Illinois
$744K
LCWP
1473
Legacy Capital Wealth Partners
Arkansas
$740K
PWM
1474
Prentice Wealth Management
New York
$740K
BFWA
1475
Benchmark Financial Wealth Advisors
Florida
$740K