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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
MA
1601
MONECO Advisors
Connecticut
$602K
AI
1602
Atom Investors
Texas
$600K
CWM
1603
Connecticut Wealth Management
Connecticut
$599K
CL
1604
COWA LLC
Oklahoma
$599K
SAM
1605
Secure Asset Management
Michigan
$598K
WDL
1606
Well Done LLC
Michigan
$598K
LRIA
1607
Leonard Rickey Investment Advisors
Washington
$598K
SPC
1608
Spirepoint Private Client
Florida
$598K
HIG
1609
Heritage Investment Group
Florida
$597K
MCA
1610
MSH Capital Advisors
Arizona
$596K
CA
1611
Cache Advisors
California
$595K
OL
1612
one8zero8 LLC
North Carolina
$594K
DIM
1613
Delta Investment Management
California
$593K
BBW
1614
Blue Barn Wealth
Utah
$592K
DLA
1615
Douglas Lane & Associates
New York
$592K
SFG
1616
SNS Financial Group
Minnesota
$589K
CA
1617
Cambridge Advisors
Nebraska
$589K
IWA
1618
Integrity Wealth Advisors
California
$588K
SOAG
1619
Silver Oak Advisory Group
Oregon
$587K
KA
1620
Kearns & Associates
California
$587K
MIC
1621
Means Investment Company
Maine
$584K
SIS
1622
Sound Income Strategies
Florida
$584K
FA
1623
Fiduciary Alliance
South Carolina
$583K
MFG
1624
Magnus Financial Group
New York
$582K
HWA
1625
HHM Wealth Advisors
Tennessee
$581K