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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
2,627
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
IWA
1526
Icon Wealth Advisors
Texas
$672K
CPA
1527
Capital Performance Advisors
California
$672K
WA
1528
Wealth Architects
California
$671K
JWA
1529
JFS Wealth Advisors
Pennsylvania
$669K
RWM
1530
RKL Wealth Management
Pennsylvania
$669K
SIM
1531
Sentry Investment Management
Wisconsin
$667K
MAA
1532
Mraz Amerine & Associates
California
$666K
PWM
1533
Pines Wealth Management
North Carolina
$664K
TA
1534
Tactive Advisors
Florida
$661K
CCWM
1535
Cassaday & Co Wealth Management
Virginia
$660K
BA
1536
Bridgewater Advisors
New York
$659K
MIP
1537
Marietta Investment Partners
Wisconsin
$659K
AF
1538
Atala Financial
California
$658K
ET
1539
Equitable Trust
Tennessee
$658K
IFWM
1540
Institute for Wealth Management
Colorado
$657K
HAM
1541
Harmony Asset Management
Arizona
$657K
KLCM
1542
KG&L Capital Management
Louisiana
$657K
VCAM
1543
Van Cleef Asset Management
Ohio
$655K
FC
1544
FORA Capital
Florida
$654K
SWM
1545
SilverOak Wealth Management
Minnesota
$652K
EWA
1546
Elevate Wealth Advisory
Georgia
$650K
EW
1547
Elyxium Wealth
California
$650K
OFG
1548
Oxford Financial Group
Indiana
$646K
SIG
1549
Sky Investment Group
Connecticut
$645K
SAM
1550
Summit Asset Management
Tennessee
$645K