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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
SFS
1726
Stiles Financial Services
Minnesota
$488K
AI
1727
AdvisorShares Investments
Maryland
$486K
WWM
1728
Whalen Wealth Management
Nevada
$486K
CAM
1729
Campion Asset Management
Virginia
$486K
MFWP
1730
Mosaic Family Wealth Partners
Missouri
$486K
MFC
1731
Morris Financial Concepts
South Carolina
$484K
ITIM
1732
Indiana Trust & Investment Management
Indiana
$484K
WC
1733
Westhampton Capital
North Carolina
$484K
PFW
1734
Petros Family Wealth
Minnesota
$483K
EP
1735
Edgestream Partners
New Jersey
$482K
GWM
1736
GK Wealth Management
Nevada
$482K
DWM
1737
Denver Wealth Management
Colorado
$480K
CA
1738
CoreCap Advisors
Michigan
$480K
MA
1739
Mezzasalma Advisors
New Jersey
$480K
TAM
1740
Titleist Asset Management
Texas
$479K
AF
1741
Arrow Financial
New York
$479K
KWM
1742
Keebeck Wealth Management
Illinois
$479K
TW
1743
Traveka Wealth
California
$478K
NPA
1744
Nichols & Pratt Advisers
Massachusetts
$478K
SNBOSD
1745
Security National Bank of So Dak
Iowa
$478K
HR
1746
Hardy Reed
Mississippi
$477K
IC
1747
Inscription Capital
Texas
$477K
AFG
1748
Allegheny Financial Group
Pennsylvania
$476K
UF
1749
Univest Financial
Pennsylvania
$476K
LOAMU
1750
Lombard Odier Asset Management (USA)
New York
$474K