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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
GPWM
1676
Grant Private Wealth Management
California
$531K
WF
1677
Wayfinding Financial
Washington
$529K
FFG
1678
Fortress Financial Group
Minnesota
$529K
SC
1679
Schulhoff & Co
Ohio
$529K
VAG
1680
VisionPoint Advisory Group
Texas
$528K
BWG
1681
Beta Wealth Group
California
$528K
JCM
1682
Jacobsen Capital Management
Utah
$528K
FRA
1683
Front Row Advisors
California
$527K
LWM
1684
Lakeridge Wealth Management
Ohio
$527K
SAM
1685
Sequent Asset Management
Texas
$526K
SFP
1686
SwitchPoint Financial Planning
Utah
$526K
AMIM
1687
Aull & Monroe Investment Management
Alabama
$525K
TC
1688
TFR Capital
Texas
$524K
APG
1689
Abacus Planning Group
South Carolina
$524K
CLOS
1690
Compagnie Lombard Odier SCmA
Switzerland
$524K
SB
1691
Simmons Bank
Arkansas
$523K
LB
1692
Legacy Bridge
Iowa
$522K
AB
1693
Atlas Brown
Kentucky
$522K
OAM
1694
Occidental Asset Management
California
$522K
IRPL
1695
Investment Research Partners LLC
Pennsylvania
$522K
VCM
1696
Virtue Capital Management
Tennessee
$521K
RWA
1697
Redhawk Wealth Advisors
Minnesota
$521K
ST
1698
Smithfield Trust
Pennsylvania
$520K
TGAM
1699
TBH Global Asset Management
Tennessee
$520K
NG
1700
Novem Group
New York
$519K