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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
AMIM
1701
Aull & Monroe Investment Management
Alabama
$525K
TC
1702
TFR Capital
Texas
$524K
APG
1703
Abacus Planning Group
South Carolina
$524K
CLOS
1704
Compagnie Lombard Odier SCmA
Switzerland
$524K
SB
1705
Simmons Bank
Arkansas
$523K
LB
1706
Legacy Bridge
Iowa
$522K
AB
1707
Atlas Brown
Kentucky
$522K
OAM
1708
Occidental Asset Management
California
$522K
IRP
1709
Investment Research Partners
Pennsylvania
$522K
RWA
1710
Redhawk Wealth Advisors
Minnesota
$521K
ST
1711
Smithfield Trust
Pennsylvania
$520K
TGAM
1712
TBH Global Asset Management
Tennessee
$520K
NG
1713
Novem Group
New York
$519K
AA
1714
Alpha Advisors
Virginia
$518K
NCM
1715
Novare Capital Management
North Carolina
$518K
VCP
1716
Verus Capital Partners
Arizona
$518K
FNBTCON
1717
First National Bank & Trust Co of Newtown
Pennsylvania
$516K
CPA
1718
Cardiff Park Advisors
California
$513K
MCM
1719
Mengis Capital Management
Oregon
$513K
KCFA
1720
Key Client Fiduciary Advisors
New Jersey
$511K
BWP
1721
Baldwin Wealth Partners
Massachusetts
$511K
BWAM
1722
Boyd Watterson Asset Management
Ohio
$510K
HWM
1723
Hohimer Wealth Management
Washington
$509K
FAM
1724
Formidable Asset Management
Ohio
$507K
WPWM
1725
Western Pacific Wealth Management
Illinois
$507K