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Wells Fargo

2,619 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, 1,064 increasing their positions, 950 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.81% less ownership

Funds ownership: 76.29%74.47% (-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
2,619
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
VFG
1576
Victory Financial Group
Texas
$624K
BAS
1577
Brueske Advisory Services
Washington
$623K
BMWM
1578
Brown Miller Wealth Management
Virginia
$622K
CMAI
1579
Capital Management Associates Inc
Minnesota
$622K
BLC
1580
Brown, Lisle/Cummings
Rhode Island
$622K
VP
1581
Verum Partners
North Carolina
$621K
ST
1582
Spinnaker Trust
Maine
$621K
BCCM
1583
Bridge Creek Capital Management
Massachusetts
$620K
TP
1584
Tranquility Partners
Tennessee
$618K
EGA
1585
E&G Advisors
Texas
$616K
TCM
1586
Tradewinds Capital Management
Washington
$616K
PCI
1587
Pacifica Capital Investments
Texas
$615K
BWP
1588
BlueStem Wealth Partners
Minnesota
$615K
GAA
1589
Global Assets Advisory
Florida
$614K
ST
1590
Sageworth Trust
Pennsylvania
$613K
LRPA
1591
L. Roy Papp & Associates
Arizona
$613K
HR
1592
Howe & Rusling
New York
$613K
IIC
1593
Ironwood Investment Counsel
Arizona
$610K
LA
1594
Lakeside Advisors
Washington
$610K
FA
1595
Fermata Advisors
California
$609K
FC
1596
Farringdon Capital
United Kingdom
$607K
CWS
1597
Confluence Wealth Services
Pennsylvania
$606K
AFT
1598
Alpha Family Trust
California
$605K
CT
1599
Coastline Trust
Rhode Island
$603K
PRP
1600
Peak Retirement Planning
Ohio
$603K