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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
TCM
1576
Triumph Capital Management
Colorado
$626K
PMWMG
1577
Parr McKnight Wealth Management Group
Minnesota
$625K
WCM
1578
Weaver Capital Management
Georgia
$624K
WCG
1579
Weaver Consulting Group
California
$624K
VFG
1580
Victory Financial Group
Texas
$624K
BAS
1581
Brueske Advisory Services
Washington
$623K
BMWM
1582
Brown Miller Wealth Management
Virginia
$622K
CMAI
1583
Capital Management Associates Inc
Minnesota
$622K
BLC
1584
Brown, Lisle/Cummings
Rhode Island
$622K
VP
1585
Verum Partners
North Carolina
$621K
ST
1586
Spinnaker Trust
Maine
$621K
BCCM
1587
Bridge Creek Capital Management
Massachusetts
$620K
TP
1588
Tranquility Partners
Tennessee
$618K
EGA
1589
E&G Advisors
Texas
$616K
TCM
1590
Tradewinds Capital Management
Washington
$616K
PCI
1591
Pacifica Capital Investments
Texas
$615K
BWP
1592
BlueStem Wealth Partners
Minnesota
$615K
GAA
1593
Global Assets Advisory
Florida
$614K
ST
1594
Sageworth Trust
Pennsylvania
$613K
LRPA
1595
L. Roy Papp & Associates
Arizona
$613K
HR
1596
Howe & Rusling
New York
$613K
IIC
1597
Ironwood Investment Counsel
Arizona
$610K
LA
1598
Lakeside Advisors
Washington
$610K
FA
1599
Fermata Advisors
California
$609K
FC
1600
Farringdon Capital
United Kingdom
$607K