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Wells Fargo

2,646 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, 1,076 increasing their positions, 963 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.76% less ownership

Funds ownership: 76.31%74.55% (-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
2,646
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 +$626M
2 +$453M
3 +$362M
4
JP Morgan Chase
JP Morgan Chase
New York
+$345M
5
Morgan Stanley
Morgan Stanley
New York
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1676
CVA Family Office
Colorado
$540K
CFG
1677
Cooper Financial Group
California
$538K
SCM
1678
Sterneck Capital Management
Missouri
$538K
HFM
1679
Hartford Financial Management
Connecticut
$536K
RCM
1680
Requisite Capital Management
Texas
$536K
WPA
1681
Wealth Preservation Advisors
Tennessee
$534K
MAG
1682
M3 Advisory Group
Massachusetts
$534K
PMSA
1683
Patrick M. Sweeney & Associates
Illinois
$534K
RDWM
1684
Red Door Wealth Management
Tennessee
$533K
HKIM
1685
Hayek Kallen Investment Management
Alabama
$533K
SL
1686
Salomon & Ludwin
Virginia
$533K
TIA
1687
Traphagen Investment Advisors
New Jersey
$532K
ZIG
1688
Zullo Investment Group
Pennsylvania
$532K
ISB
1689
Iowa State Bank
Iowa
$531K
GPWM
1690
Grant Private Wealth Management
California
$531K
WF
1691
Wayfinding Financial
Washington
$529K
FFG
1692
Fortress Financial Group
Minnesota
$529K
SC
1693
Schulhoff & Co
Ohio
$529K
VAG
1694
VisionPoint Advisory Group
Texas
$528K
BWG
1695
Beta Wealth Group
California
$528K
JCM
1696
Jacobsen Capital Management
Utah
$528K
FRA
1697
Front Row Advisors
California
$527K
LWM
1698
Lakeridge Wealth Management
Ohio
$527K
SAM
1699
Sequent Asset Management
Texas
$526K
SFP
1700
SwitchPoint Financial Planning
Utah
$526K