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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
BBW
1626
Blue Barn Wealth
Utah
$592K
BEW
1627
Burton Enright Welch
California
$592K
DLA
1628
Douglas Lane & Associates
New York
$592K
SFG
1629
SNS Financial Group
Minnesota
$589K
TAM
1630
Tucker Asset Management
Colorado
$589K
CA
1631
Cambridge Advisors
Nebraska
$589K
IWA
1632
Integrity Wealth Advisors
California
$588K
SOAG
1633
Silver Oak Advisory Group
Oregon
$587K
KA
1634
Kearns & Associates
California
$587K
NL
1635
NWAM LLC
Washington
$584K
MIC
1636
Means Investment Company
Maine
$584K
SIS
1637
Sound Income Strategies
Florida
$584K
FA
1638
Fiduciary Alliance
South Carolina
$583K
MFG
1639
Magnus Financial Group
New York
$582K
HWA
1640
HHM Wealth Advisors
Tennessee
$581K
FCIM
1641
Fairview Capital Investment Management
California
$581K
NGA
1642
Naples Global Advisors
Florida
$580K
SFI
1643
SPC Financial Inc
Maryland
$579K
RZH
1644
Relyea Zuckerberg Hanson
Connecticut
$578K
SC
1645
Summa Corp
Texas
$572K
AAS
1646
Ameritas Advisory Services
Nebraska
$572K
NHT
1647
New Hampshire Trust
New Hampshire
$569K
LC
1648
Lincoln Capital
Nebraska
$568K
CSPIA
1649
Cary Street Partners Investment Advisory
Virginia
$566K
DMC
1650
Drexel Morgan & Co
Pennsylvania
$566K