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Wells Fargo

2,619 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, 1,064 increasing their positions, 950 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.81% less ownership

Funds ownership: 76.29%74.47% (-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
2,619
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
CWA
1476
Cornerstone Wealth Advisors
Minnesota
$725K
TL
1477
Tradewinds LLC
North Carolina
$724K
CAC
1478
Core Alternative Capital
Georgia
$724K
CA
1479
Capital Advantage
California
$724K
APW
1480
Austin Private Wealth
Texas
$721K
HI
1481
Hudock Inc
Pennsylvania
$717K
ISFAN
1482
Investor's Fiduciary Advisor Network
Washington
$717K
LFA
1483
Lauterbach Financial Advisors
Texas
$713K
OL
1484
Optas LLC
Texas
$712K
SRC
1485
Shufro Rose & Co
New York
$711K
SIA
1486
Strategic Investment Advisors
Michigan
$710K
SSWM
1487
Sheets Smith Wealth Management
North Carolina
$709K
BFC
1488
Bedel Financial Consulting
Indiana
$708K
SCP
1489
Sivia Capital Partners
California
$708K
AMG
1490
Advisors Management Group
Wisconsin
$706K
EGA
1491
Eagle Global Advisors
Texas
$706K
RCA
1492
Roberts Capital Advisors
Colorado
$705K
BOSSRA
1493
B.O.S.S. Retirement Advisors
Utah
$704K
VA
1494
Valmark Advisers
Ohio
$701K
CIC
1495
Cutler Investment Counsel
Oregon
$701K
ACG
1496
Allen Capital Group
Nebraska
$700K
PMA
1497
Prudent Man Advisors
Illinois
$699K
ONGA
1498
O'Neil Global Advisors
California
$695K
KCAM
1499
Kagan Cocozza Asset Management
New Jersey
$694K
VCM
1500
Versant Capital Management
Arizona
$694K