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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
GAA
1601
Global Assets Advisory
Florida
$614K
ST
1602
Sageworth Trust
Pennsylvania
$613K
LRPA
1603
L. Roy Papp & Associates
Arizona
$613K
HR
1604
Howe & Rusling
New York
$613K
IIC
1605
Ironwood Investment Counsel
Arizona
$610K
LA
1606
Lakeside Advisors
Washington
$610K
FA
1607
Fermata Advisors
California
$609K
FC
1608
Farringdon Capital
United Kingdom
$607K
CWS
1609
Confluence Wealth Services
Pennsylvania
$606K
AFT
1610
Alpha Family Trust
California
$605K
CT
1611
Coastline Trust
Rhode Island
$603K
PRP
1612
Peak Retirement Planning
Ohio
$603K
MA
1613
MONECO Advisors
Connecticut
$602K
AI
1614
Atom Investors
Texas
$600K
CWM
1615
Connecticut Wealth Management
Connecticut
$599K
CL
1616
COWA LLC
Oklahoma
$599K
SAM
1617
Secure Asset Management
Michigan
$598K
WDL
1618
Well Done LLC
Michigan
$598K
LRIA
1619
Leonard Rickey Investment Advisors
Washington
$598K
SPC
1620
Spirepoint Private Client
Florida
$598K
HIG
1621
Heritage Investment Group
Florida
$597K
MCA
1622
MSH Capital Advisors
Arizona
$596K
CA
1623
Cache Advisors
California
$595K
OL
1624
one8zero8 LLC
North Carolina
$594K
DIM
1625
Delta Investment Management
California
$593K