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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
MW
1726
MBL Wealth
North Carolina
$506K
RWPA
1727
Richard W. Paul & Associates
Michigan
$506K
SPWM
1728
Spartan Planning & Wealth Management
North Carolina
$506K
FNBOH
1729
First National Bank of Hutchinson
Kansas
$505K
SMWM
1730
Silvia McColl Wealth Management
California
$505K
MSAM
1731
Moloney Securities Asset Management
Missouri
$505K
AAS
1732
Annex Advisory Services
Wisconsin
$505K
BMWS
1733
Brady Martz Wealth Solutions
North Dakota
$504K
SFO
1734
Stokes Family Office
Louisiana
$504K
KSWA
1735
Kathleen S. Wright Associates
Pennsylvania
$503K
PCG
1736
PFC Capital Group
California
$502K
NFP
1737
Narus Financial Partners
Utah
$502K
VWA
1738
Visionary Wealth Advisors
Illinois
$501K
HCWM
1739
Hidden Cove Wealth Management
Washington
$499K
FCFC
1740
First Citizens Financial Corp
Iowa
$498K
AWA
1741
Alaska Wealth Advisors
Alaska
$496K
PTB
1742
Pioneer Trust Bank
Oregon
$495K
FCA
1743
FLC Capital Advisors
California
$494K
1WA
1744
180 Wealth Advisors
Washington
$494K
SC
1745
Searle & Co
Connecticut
$493K
SWM
1746
Silverlake Wealth Management
Vermont
$492K
GCM
1747
G2 Capital Management
Ohio
$491K
CFP
1748
Cascade Financial Partners
California
$490K
AIA
1749
AssuredPartners Investment Advisors
Florida
$488K
SFS
1750
Stiles Financial Services
Minnesota
$488K