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Wells Fargo

2,605 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, 1,057 increasing their positions, 943 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,605
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.03B
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
MAG
1626
MRA Advisory Group
New Jersey
$564K
NL
1627
NWAM LLC
Washington
$563K
LA
1628
Lynch & Associates
Indiana
$563K
ECM
1629
Eisler Capital Management
United Kingdom
$562K
NRC
1630
New Republic Capital
North Carolina
$561K
PSB
1631
Piscataqua Savings Bank
New Hampshire
$560K
WC
1632
Weil Company
California
$559K
CP
1633
Canopy Partners
Ohio
$558K
CBB
1634
Citizens Business Bank
California
$557K
AWP
1635
Axis Wealth Partners
Rhode Island
$556K
BWM
1636
BlackDiamond Wealth Management
New York
$555K
FFO
1637
Fortitude Family Office
Arizona
$555K
WA
1638
WealthTrust Axiom
Pennsylvania
$554K
KFGK
1639
Keystone Financial Group (Kentucky)
Kentucky
$553K
APM
1640
a16z Perennial Management
California
$552K
RLH
1641
RD Lewis Holdings
Florida
$551K
IF
1642
Intrua Financial
Texas
$550K
SWA
1643
Sax Wealth Advisors
New Jersey
$547K
TC
1644
TwinBeech Capital
New York
$547K
FFA
1645
Founders Financial Alliance
North Carolina
$547K
MW
1646
Maia Wealth
Colorado
$545K
FM
1647
Family Management
New York
$543K
RIS
1648
Richmond Investment Services
Wisconsin
$542K
DSC
1649
Duncker Streett & Co
Missouri
$541K
HBT
1650
Heartland Bank & Trust
Illinois
$541K