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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
SFB
1651
STAR Financial Bank
Indiana
$541K
CFO
1652
CVA Family Office
Colorado
$540K
CFG
1653
Cooper Financial Group
California
$538K
SCM
1654
Sterneck Capital Management
Missouri
$538K
HFM
1655
Hartford Financial Management
Connecticut
$536K
RCM
1656
Requisite Capital Management
Texas
$536K
WPA
1657
Wealth Preservation Advisors
Tennessee
$534K
MAG
1658
M3 Advisory Group
Massachusetts
$534K
PMSA
1659
Patrick M. Sweeney & Associates
Illinois
$534K
RDWM
1660
Red Door Wealth Management
Tennessee
$533K
HKIM
1661
Hayek Kallen Investment Management
Alabama
$533K
SL
1662
Salomon & Ludwin
Virginia
$533K
TIA
1663
Traphagen Investment Advisors
New Jersey
$532K
ZIG
1664
Zullo Investment Group
Pennsylvania
$532K
ISB
1665
Iowa State Bank
Iowa
$531K
GPWM
1666
Grant Private Wealth Management
California
$531K
WF
1667
Wayfinding Financial
Washington
$529K
FFG
1668
Fortress Financial Group
Minnesota
$529K
SC
1669
Schulhoff & Co
Ohio
$529K
VAG
1670
VisionPoint Advisory Group
Texas
$528K
BWG
1671
Beta Wealth Group
California
$528K
JCM
1672
Jacobsen Capital Management
Utah
$528K
FRA
1673
Front Row Advisors
California
$527K
LWM
1674
Lakeridge Wealth Management
Ohio
$527K
SAM
1675
Sequent Asset Management
Texas
$526K