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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
FAM
1701
Formidable Asset Management
Ohio
$507K
WPWM
1702
Western Pacific Wealth Management
Illinois
$507K
MW
1703
MBL Wealth
North Carolina
$506K
RWPA
1704
Richard W. Paul & Associates
Michigan
$506K
SPWM
1705
Spartan Planning & Wealth Management
North Carolina
$506K
FNBOH
1706
First National Bank of Hutchinson
Kansas
$505K
SMWM
1707
Silvia McColl Wealth Management
California
$505K
MSAM
1708
Moloney Securities Asset Management
Missouri
$505K
AAS
1709
Annex Advisory Services
Wisconsin
$505K
BMWS
1710
Brady Martz Wealth Solutions
North Dakota
$504K
SFO
1711
Stokes Family Office
Louisiana
$504K
KSWA
1712
Kathleen S. Wright Associates
Pennsylvania
$503K
PCG
1713
PFC Capital Group
California
$502K
VWA
1714
Visionary Wealth Advisors
Illinois
$501K
HCWM
1715
Hidden Cove Wealth Management
Washington
$499K
FCFC
1716
First Citizens Financial Corp
Iowa
$498K
AWA
1717
Alaska Wealth Advisors
Alaska
$496K
PTB
1718
Pioneer Trust Bank
Oregon
$495K
FCA
1719
FLC Capital Advisors
California
$494K
1WA
1720
180 Wealth Advisors
Washington
$494K
SC
1721
Searle & Co
Connecticut
$493K
SWM
1722
Silverlake Wealth Management
Vermont
$492K
GCM
1723
G2 Capital Management
Ohio
$491K
CFP
1724
Cascade Financial Partners
California
$490K
AIA
1725
AssuredPartners Investment Advisors
Florida
$488K