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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
RLH
1651
RD Lewis Holdings
Florida
$551K
IF
1652
Intrua Financial
Texas
$550K
SWA
1653
Sax Wealth Advisors
New Jersey
$547K
TC
1654
TwinBeech Capital
New York
$547K
FFA
1655
Founders Financial Alliance
North Carolina
$547K
MW
1656
Maia Wealth
Colorado
$545K
FM
1657
Family Management
New York
$543K
RIS
1658
Richmond Investment Services
Wisconsin
$542K
DSC
1659
Duncker Streett & Co
Missouri
$541K
HBT
1660
Heartland Bank & Trust
Illinois
$541K
SFB
1661
STAR Financial Bank
Indiana
$541K
CFO
1662
CVA Family Office
Colorado
$540K
CFG
1663
Cooper Financial Group
California
$538K
SCM
1664
Sterneck Capital Management
Missouri
$538K
HFM
1665
Hartford Financial Management
Connecticut
$536K
RCM
1666
Requisite Capital Management
Texas
$536K
WPA
1667
Wealth Preservation Advisors
Tennessee
$534K
MAG
1668
M3 Advisory Group
Massachusetts
$534K
PMSA
1669
Patrick M. Sweeney & Associates
Illinois
$534K
RDWM
1670
Red Door Wealth Management
Tennessee
$533K
HKIM
1671
Hayek Kallen Investment Management
Alabama
$533K
SL
1672
Salomon & Ludwin
Virginia
$533K
TIA
1673
Traphagen Investment Advisors
New Jersey
$532K
ZIG
1674
Zullo Investment Group
Pennsylvania
$532K
ISB
1675
Iowa State Bank
Iowa
$531K