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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
2,627
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
SFO
1726
Stokes Family Office
Louisiana
$504K
KSWA
1727
Kathleen S. Wright Associates
Pennsylvania
$503K
PCG
1728
PFC Capital Group
California
$502K
VWA
1729
Visionary Wealth Advisors
Illinois
$501K
HCWM
1730
Hidden Cove Wealth Management
Washington
$499K
FCFC
1731
First Citizens Financial Corp
Iowa
$498K
AWA
1732
Alaska Wealth Advisors
Alaska
$496K
PTB
1733
Pioneer Trust Bank
Oregon
$495K
FCA
1734
FLC Capital Advisors
California
$494K
1WA
1735
180 Wealth Advisors
Washington
$494K
SC
1736
Searle & Co
Connecticut
$493K
SWM
1737
Silverlake Wealth Management
Vermont
$492K
GCM
1738
G2 Capital Management
Ohio
$491K
CFP
1739
Cascade Financial Partners
California
$490K
AIA
1740
AssuredPartners Investment Advisors
Florida
$488K
SFS
1741
Stiles Financial Services
Minnesota
$488K
AI
1742
AdvisorShares Investments
Maryland
$486K
WWM
1743
Whalen Wealth Management
Nevada
$486K
CAM
1744
Campion Asset Management
Virginia
$486K
MFWP
1745
Mosaic Family Wealth Partners
Missouri
$486K
MFC
1746
Morris Financial Concepts
South Carolina
$484K
ITIM
1747
Indiana Trust & Investment Management
Indiana
$484K
WC
1748
Westhampton Capital
North Carolina
$484K
PFW
1749
Petros Family Wealth
Minnesota
$483K
EP
1750
Edgestream Partners
New Jersey
$482K