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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
TFIPS
1501
Towarzystwo Funduszy Inwestycyjnych PZU SA
$692K
AO
1502
Advisor OS
Illinois
$691K
VWM
1503
Vermillion Wealth Management
Minnesota
$691K
PAW
1504
Plan A Wealth
Nebraska
$690K
CUAMC
1505
China Universal Asset Management Company
China
$689K
WMA
1506
West Michigan Advisors
Michigan
$689K
DWM
1507
Dakota Wealth Management
Florida
$688K
WA
1508
Wealthstream Advisors
New York
$688K
LAM
1509
Lingohr Asset Management
Germany
$686K
DE
1510
Diversified Enterprises
Delaware
$684K
CBA
1511
Coastal Bridge Advisors
Connecticut
$684K
EW
1512
Evoke Wealth
California
$683K
SB
1513
Sunflower Bank
Texas
$683K
SCA
1514
Sippican Capital Advisors
Massachusetts
$680K
MCC
1515
Money Concepts Capital
Florida
$679K
IF
1516
Integrity Financial
Wyoming
$678K
WA
1517
Waddell & Associates
Tennessee
$675K
CG
1518
CFO4Life Group
Texas
$675K
AA
1519
Auxano Advisors
Washington
$675K
JSAM
1520
J. Safra Asset Management
New York
$674K
OWIM
1521
Old West Investment Management
California
$674K
IWA
1522
Icon Wealth Advisors
Texas
$672K
CPA
1523
Capital Performance Advisors
California
$672K
WA
1524
Wealth Architects
California
$671K
JWA
1525
JFS Wealth Advisors
Pennsylvania
$669K