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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
HKIM
1676
Hayek Kallen Investment Management
Alabama
$533K
SL
1677
Salomon & Ludwin
Virginia
$533K
TIA
1678
Traphagen Investment Advisors
New Jersey
$532K
ZIG
1679
Zullo Investment Group
Pennsylvania
$532K
ISB
1680
Iowa State Bank
Iowa
$531K
GPWM
1681
Grant Private Wealth Management
California
$531K
WF
1682
Wayfinding Financial
Washington
$529K
FFG
1683
Fortress Financial Group
Minnesota
$529K
SC
1684
Schulhoff & Co
Ohio
$529K
VAG
1685
VisionPoint Advisory Group
Texas
$528K
BWG
1686
Beta Wealth Group
California
$528K
JCM
1687
Jacobsen Capital Management
Utah
$528K
FRA
1688
Front Row Advisors
California
$527K
LWM
1689
Lakeridge Wealth Management
Ohio
$527K
SAM
1690
Sequent Asset Management
Texas
$526K
SFP
1691
SwitchPoint Financial Planning
Utah
$526K
AMIM
1692
Aull & Monroe Investment Management
Alabama
$525K
TC
1693
TFR Capital
Texas
$524K
APG
1694
Abacus Planning Group
South Carolina
$524K
CLOS
1695
Compagnie Lombard Odier SCmA
Switzerland
$524K
SB
1696
Simmons Bank
Arkansas
$523K
LB
1697
Legacy Bridge
Iowa
$522K
AB
1698
Atlas Brown
Kentucky
$522K
OAM
1699
Occidental Asset Management
California
$522K
IRP
1700
Investment Research Partners
Pennsylvania
$522K