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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
2,627
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
RCM
1451
Radnor Capital Management
Pennsylvania
$775K
ML
1452
McAdam LLC
Pennsylvania
$775K
NNPTE
1453
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$775K
AWE
1454
Avidian Wealth Enterprises
Texas
$771K
MCM
1455
Monument Capital Management
Virginia
$769K
PWP
1456
Phillips Wealth Planners
Mississippi
$768K
JC
1457
Jacobs & Co
California
$767K
BWM
1458
Baron Wealth Management
Michigan
$767K
RCG
1459
Regatta Capital Group
California
$766K
CWG
1460
Crown Wealth Group
North Carolina
$762K
RMDI
1461
R.M. Davis Inc
Maine
$760K
EWM
1462
Evermay Wealth Management
Virginia
$760K
FWP
1463
FAS Wealth Partners
Kansas
$756K
JFA
1464
JNBA Financial Advisors
Minnesota
$750K
ONST
1465
Old North State Trust
North Carolina
$750K
TTIC
1466
Tower Trust & Investment Company
Iowa
$747K
WLPWM
1467
Walled Lake Planning & Wealth Management
Illinois
$744K
LCWP
1468
Legacy Capital Wealth Partners
Arkansas
$740K
PWM
1469
Prentice Wealth Management
New York
$740K
BFWA
1470
Benchmark Financial Wealth Advisors
Florida
$740K
FMB
1471
Field & Main Bank
Kentucky
$739K
CA
1472
Cumberland Advisors
Florida
$738K
MA
1473
MCF Advisors
Kentucky
$736K
LA
1474
LVW Advisors
New York
$732K
CIM
1475
CIM Investment Management
Pennsylvania
$731K