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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
SFP
1676
SwitchPoint Financial Planning
Utah
$526K
AMIM
1677
Aull & Monroe Investment Management
Alabama
$525K
TC
1678
TFR Capital
Texas
$524K
APG
1679
Abacus Planning Group
South Carolina
$524K
CLOS
1680
Compagnie Lombard Odier SCmA
Switzerland
$524K
SB
1681
Simmons Bank
Arkansas
$523K
LB
1682
Legacy Bridge
Iowa
$522K
AB
1683
Atlas Brown
Kentucky
$522K
OAM
1684
Occidental Asset Management
California
$522K
IRPL
1685
Investment Research Partners LLC
Pennsylvania
$522K
VCM
1686
Virtue Capital Management
Tennessee
$521K
RWA
1687
Redhawk Wealth Advisors
Minnesota
$521K
ST
1688
Smithfield Trust
Pennsylvania
$520K
TGAM
1689
TBH Global Asset Management
Tennessee
$520K
NG
1690
Novem Group
New York
$519K
AA
1691
Alpha Advisors
Virginia
$518K
NCM
1692
Novare Capital Management
North Carolina
$518K
VCP
1693
Verus Capital Partners
Arizona
$518K
FNBTCON
1694
First National Bank & Trust Co of Newtown
Pennsylvania
$516K
CPA
1695
Cardiff Park Advisors
California
$513K
MCM
1696
Mengis Capital Management
Oregon
$513K
KCFA
1697
Key Client Fiduciary Advisors
New Jersey
$511K
BWP
1698
Baldwin Wealth Partners
Massachusetts
$511K
BWAM
1699
Boyd Watterson Asset Management
Ohio
$510K
HWM
1700
Hohimer Wealth Management
Washington
$509K