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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
CWS
1601
Confluence Wealth Services
Pennsylvania
$606K
AFT
1602
Alpha Family Trust
California
$605K
CT
1603
Coastline Trust
Rhode Island
$603K
PRP
1604
Peak Retirement Planning
Ohio
$603K
MA
1605
MONECO Advisors
Connecticut
$602K
AI
1606
Atom Investors
Texas
$600K
CWM
1607
Connecticut Wealth Management
Connecticut
$599K
CL
1608
COWA LLC
Oklahoma
$599K
SAM
1609
Secure Asset Management
Michigan
$598K
WDL
1610
Well Done LLC
Michigan
$598K
LRIA
1611
Leonard Rickey Investment Advisors
Washington
$598K
SPC
1612
Spirepoint Private Client
Florida
$598K
HIG
1613
Heritage Investment Group
Florida
$597K
MCA
1614
MSH Capital Advisors
Arizona
$596K
CA
1615
Cache Advisors
California
$595K
OL
1616
one8zero8 LLC
North Carolina
$594K
DIM
1617
Delta Investment Management
California
$593K
BBW
1618
Blue Barn Wealth
Utah
$592K
DLA
1619
Douglas Lane & Associates
New York
$592K
SFG
1620
SNS Financial Group
Minnesota
$589K
TAM
1621
Tucker Asset Management
Colorado
$589K
CA
1622
Cambridge Advisors
Nebraska
$589K
IWA
1623
Integrity Wealth Advisors
California
$588K
SOAG
1624
Silver Oak Advisory Group
Oregon
$587K
KA
1625
Kearns & Associates
California
$587K