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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
FC
1551
FORA Capital
Florida
$654K
SWM
1552
SilverOak Wealth Management
Minnesota
$652K
EWA
1553
Elevate Wealth Advisory
Georgia
$650K
EW
1554
Elyxium Wealth
California
$650K
OFG
1555
Oxford Financial Group
Indiana
$646K
SIG
1556
Sky Investment Group
Connecticut
$645K
SAM
1557
Summit Asset Management
Tennessee
$645K
FFP
1558
FourThought Financial Partners
Florida
$645K
DMBA
1559
Deseret Mutual Benefit Administrators
Utah
$645K
OWM
1560
OneAscent Wealth Management
Alabama
$645K
WPP
1561
Whalerock Point Partners
Rhode Island
$645K
CB
1562
Cadence Bank
Mississippi
$645K
TCM
1563
Tributary Capital Management
Nebraska
$645K
DA
1564
Doliver Advisors
Texas
$643K
SIAG
1565
Safeguard Investment Advisory Group
California
$641K
ZI
1566
ZEGA Investments
Florida
$640K
CA
1567
Claro Advisors
Massachusetts
$639K
WTFG
1568
Wood Tarver Financial Group
Idaho
$639K
DWM
1569
DKM Wealth Management
California
$638K
PP
1570
Patten & Patten
Tennessee
$638K
CA
1571
Cornerstone Advisory
Maryland
$637K
WCM
1572
Winthrop Capital Management
Indiana
$636K
BW
1573
Basepoint Wealth
Iowa
$635K
TH
1574
TCTC Holdings
Texas
$635K
SAM
1575
Sawgrass Asset Management
Florida
$635K