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Wells Fargo

2,605 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, 1,057 increasing their positions, 943 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,605
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.03B
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
IFWM
1526
Institute for Wealth Management
Colorado
$657K
HAM
1527
Harmony Asset Management
Arizona
$657K
KLCM
1528
KG&L Capital Management
Louisiana
$657K
VCAM
1529
Van Cleef Asset Management
Ohio
$655K
FC
1530
FORA Capital
Florida
$654K
SWM
1531
SilverOak Wealth Management
Minnesota
$652K
EWA
1532
Elevate Wealth Advisory
Georgia
$650K
EW
1533
Elyxium Wealth
California
$650K
OFG
1534
Oxford Financial Group
Indiana
$646K
SIG
1535
Sky Investment Group
Connecticut
$645K
SAM
1536
Summit Asset Management
Tennessee
$645K
FFP
1537
FourThought Financial Partners
Florida
$645K
DMBA
1538
Deseret Mutual Benefit Administrators
Utah
$645K
OWM
1539
OneAscent Wealth Management
Alabama
$645K
WPP
1540
Whalerock Point Partners
Rhode Island
$645K
CB
1541
Cadence Bank
Mississippi
$645K
DA
1542
Doliver Advisors
Texas
$643K
SIAG
1543
Safeguard Investment Advisory Group
California
$641K
ZI
1544
ZEGA Investments
Florida
$640K
CA
1545
Claro Advisors
Massachusetts
$639K
WTFG
1546
Wood Tarver Financial Group
Idaho
$639K
DWM
1547
DKM Wealth Management
California
$638K
PP
1548
Patten & Patten
Tennessee
$638K
CA
1549
Cornerstone Advisory
Maryland
$637K
WCM
1550
Winthrop Capital Management
Indiana
$636K