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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
MCC
1526
Money Concepts Capital
Florida
$679K
IF
1527
Integrity Financial
Wyoming
$678K
WA
1528
Waddell & Associates
Tennessee
$675K
CG
1529
CFO4Life Group
Texas
$675K
AA
1530
Auxano Advisors
Washington
$675K
JSAM
1531
J. Safra Asset Management
New York
$674K
OWIM
1532
Old West Investment Management
California
$674K
IWA
1533
Icon Wealth Advisors
Texas
$672K
CPA
1534
Capital Performance Advisors
California
$672K
WA
1535
Wealth Architects
California
$671K
JWA
1536
JFS Wealth Advisors
Pennsylvania
$669K
RWM
1537
RKL Wealth Management
Pennsylvania
$669K
SIM
1538
Sentry Investment Management
Wisconsin
$667K
MAA
1539
Mraz Amerine & Associates
California
$666K
PWM
1540
Pines Wealth Management
North Carolina
$664K
TA
1541
Tactive Advisors
Florida
$661K
CCWM
1542
Cassaday & Co Wealth Management
Virginia
$660K
BA
1543
Bridgewater Advisors
New York
$659K
MIP
1544
Marietta Investment Partners
Wisconsin
$659K
AF
1545
Atala Financial
California
$658K
ET
1546
Equitable Trust
Tennessee
$658K
IFWM
1547
Institute for Wealth Management
Colorado
$657K
HAM
1548
Harmony Asset Management
Arizona
$657K
KLCM
1549
KG&L Capital Management
Louisiana
$657K
VCAM
1550
Van Cleef Asset Management
Ohio
$655K