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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
AA
1701
Alpha Advisors
Virginia
$518K
NCM
1702
Novare Capital Management
North Carolina
$518K
VCP
1703
Verus Capital Partners
Arizona
$518K
FNBTCON
1704
First National Bank & Trust Co of Newtown
Pennsylvania
$516K
CPA
1705
Cardiff Park Advisors
California
$513K
MCM
1706
Mengis Capital Management
Oregon
$513K
KCFA
1707
Key Client Fiduciary Advisors
New Jersey
$511K
BWP
1708
Baldwin Wealth Partners
Massachusetts
$511K
BWAM
1709
Boyd Watterson Asset Management
Ohio
$510K
HWM
1710
Hohimer Wealth Management
Washington
$509K
FAM
1711
Formidable Asset Management
Ohio
$507K
WPWM
1712
Western Pacific Wealth Management
Illinois
$507K
MW
1713
MBL Wealth
North Carolina
$506K
RWPA
1714
Richard W. Paul & Associates
Michigan
$506K
SPWM
1715
Spartan Planning & Wealth Management
North Carolina
$506K
FNBOH
1716
First National Bank of Hutchinson
Kansas
$505K
SMWM
1717
Silvia McColl Wealth Management
California
$505K
MSAM
1718
Moloney Securities Asset Management
Missouri
$505K
AAS
1719
Annex Advisory Services
Wisconsin
$505K
BMWS
1720
Brady Martz Wealth Solutions
North Dakota
$504K
SFO
1721
Stokes Family Office
Louisiana
$504K
KSWA
1722
Kathleen S. Wright Associates
Pennsylvania
$503K
PCG
1723
PFC Capital Group
California
$502K
VWA
1724
Visionary Wealth Advisors
Illinois
$501K
HCWM
1725
Hidden Cove Wealth Management
Washington
$499K