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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
BWM
1651
BlackDiamond Wealth Management
New York
$555K
FFO
1652
Fortitude Family Office
Arizona
$555K
WA
1653
WealthTrust Axiom
Pennsylvania
$554K
KFGK
1654
Keystone Financial Group (Kentucky)
Kentucky
$553K
APM
1655
a16z Perennial Management
California
$552K
RLH
1656
RD Lewis Holdings
Florida
$551K
IF
1657
Intrua Financial
Texas
$550K
SWA
1658
Sax Wealth Advisors
New Jersey
$547K
TC
1659
TwinBeech Capital
New York
$547K
FFA
1660
Founders Financial Alliance
North Carolina
$547K
MW
1661
Maia Wealth
Colorado
$545K
FM
1662
Family Management
New York
$543K
RIS
1663
Richmond Investment Services
Wisconsin
$542K
DSC
1664
Duncker Streett & Co
Missouri
$541K
HBT
1665
Heartland Bank & Trust
Illinois
$541K
SFB
1666
STAR Financial Bank
Indiana
$541K
CFO
1667
CVA Family Office
Colorado
$540K
CFG
1668
Cooper Financial Group
California
$538K
SCM
1669
Sterneck Capital Management
Missouri
$538K
HFM
1670
Hartford Financial Management
Connecticut
$536K
RCM
1671
Requisite Capital Management
Texas
$536K
WPA
1672
Wealth Preservation Advisors
Tennessee
$534K
MAG
1673
M3 Advisory Group
Massachusetts
$534K
PMSA
1674
Patrick M. Sweeney & Associates
Illinois
$534K
RDWM
1675
Red Door Wealth Management
Tennessee
$533K