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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
FFP
1551
FourThought Financial Partners
Florida
$645K
DMBA
1552
Deseret Mutual Benefit Administrators
Utah
$645K
OWM
1553
OneAscent Wealth Management
Alabama
$645K
WPP
1554
Whalerock Point Partners
Rhode Island
$645K
CB
1555
Cadence Bank
Mississippi
$645K
DA
1556
Doliver Advisors
Texas
$643K
SIAG
1557
Safeguard Investment Advisory Group
California
$641K
ZI
1558
ZEGA Investments
Florida
$640K
CA
1559
Claro Advisors
Massachusetts
$639K
WTFG
1560
Wood Tarver Financial Group
Idaho
$639K
DWM
1561
DKM Wealth Management
California
$638K
PP
1562
Patten & Patten
Tennessee
$638K
CA
1563
Cornerstone Advisory
Maryland
$637K
WCM
1564
Winthrop Capital Management
Indiana
$636K
BW
1565
Basepoint Wealth
Iowa
$635K
TH
1566
TCTC Holdings
Texas
$635K
SAM
1567
Sawgrass Asset Management
Florida
$635K
FB
1568
First Bancorp
Maine
$634K
MFG
1569
Mosaic Financial Group
Illinois
$634K
BWM
1570
BigSur Wealth Management
Florida
$633K
GFA
1571
Gallagher Fiduciary Advisors
Illinois
$633K
BFG
1572
Bouchey Financial Group
New York
$631K
CC
1573
Copperleaf Capital
North Carolina
$631K
HI
1574
Humankind Investments
New York
$629K
TPM
1575
Triasima Portfolio Management
Quebec, Canada
$627K