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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
FMB
1476
Field & Main Bank
Kentucky
$739K
CA
1477
Cumberland Advisors
Florida
$738K
MA
1478
MCF Advisors
Kentucky
$736K
LA
1479
LVW Advisors
New York
$732K
CIM
1480
CIM Investment Management
Pennsylvania
$731K
CWG
1481
Cornerstone Wealth Group
North Carolina
$729K
MFA
1482
Mayflower Financial Advisors
Massachusetts
$725K
CWA
1483
Cornerstone Wealth Advisors
Minnesota
$725K
TL
1484
Tradewinds LLC
North Carolina
$724K
CAC
1485
Core Alternative Capital
Georgia
$724K
CA
1486
Capital Advantage
California
$724K
FI
1487
Financial Insights
Washington
$722K
APW
1488
Austin Private Wealth
Texas
$721K
HI
1489
Hudock Inc
Pennsylvania
$717K
ISFAN
1490
Investor's Fiduciary Advisor Network
Washington
$717K
LFA
1491
Lauterbach Financial Advisors
Texas
$713K
OL
1492
Optas LLC
Texas
$712K
SRC
1493
Shufro Rose & Co
New York
$711K
SIA
1494
Strategic Investment Advisors
Michigan
$710K
SSWM
1495
Sheets Smith Wealth Management
North Carolina
$709K
BFC
1496
Bedel Financial Consulting
Indiana
$708K
SCP
1497
Sivia Capital Partners
California
$708K
AMG
1498
Advisors Management Group
Wisconsin
$706K
EGA
1499
Eagle Global Advisors
Texas
$706K
Legacy Financial Group (Iowa)
1500
Legacy Financial Group (Iowa)
Iowa
$705K