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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
TIM
1751
Thompson Investment Management
Wisconsin
$473K
CGPCS
1752
Capital Group Private Client Services
California
$472K
AW
1753
Avion Wealth
Texas
$472K
BI
1754
Bradyco Inc
Massachusetts
$472K
RFP
1755
Root Financial Partners
California
$472K
PWA
1756
Physician Wealth Advisors
Utah
$471K
CCM
1757
Charter Capital Management
Wisconsin
$471K
IA
1758
Inspire Advisors
Idaho
$470K
SWM
1759
Steinberganna Wealth Management
New York
$467K
WCM
1760
Wedge Capital Management
North Carolina
$467K
PAI
1761
Pittenger & Anderson Inc
Nebraska
$466K
FCAS
1762
First Command Advisory Services
Texas
$465K
PWP
1763
Pursue Wealth Partners
California
$464K
FA
1764
Fountainhead AM
New Jersey
$463K
SSG
1765
Summit Securities Group
New York
$463K
GPW
1766
Genesis Private Wealth
Virginia
$462K
AIA
1767
Arbor Investment Advisors
North Carolina
$462K
BFIC
1768
Bedell Frazier Investment Counselling
California
$461K
PAMG
1769
Patton Albertson Miller Group
Tennessee
$460K
RPWA
1770
Regent Peak Wealth Advisors
Georgia
$459K
EMAM
1771
Encompass More Asset Management
California
$458K
TPA
1772
Trivium Point Advisory
Connecticut
$458K
PCM
1773
Parsons Capital Management
Rhode Island
$457K
EL
1774
EWA LLC
Pennsylvania
$457K
MCP
1775
Mirador Capital Partners
California
$456K