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Wells Fargo

2,628 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 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
2,628
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
GWM
1751
GK Wealth Management
Nevada
$482K
DWM
1752
Denver Wealth Management
Colorado
$480K
CA
1753
CoreCap Advisors
Michigan
$480K
MA
1754
Mezzasalma Advisors
New Jersey
$480K
TAM
1755
Titleist Asset Management
Texas
$479K
AF
1756
Arrow Financial
New York
$479K
KWM
1757
Keebeck Wealth Management
Illinois
$479K
TW
1758
Traveka Wealth
California
$478K
NPA
1759
Nichols & Pratt Advisers
Massachusetts
$478K
SNBOSD
1760
Security National Bank of So Dak
Iowa
$478K
HR
1761
Hardy Reed
Mississippi
$477K
IC
1762
Inscription Capital
Texas
$477K
AFG
1763
Allegheny Financial Group
Pennsylvania
$476K
UF
1764
Univest Financial
Pennsylvania
$476K
LOAMU
1765
Lombard Odier Asset Management (USA)
New York
$474K
TIM
1766
Thompson Investment Management
Wisconsin
$473K
CGPCS
1767
Capital Group Private Client Services
California
$472K
AW
1768
Avion Wealth
Texas
$472K
BI
1769
Bradyco Inc
Massachusetts
$472K
RFP
1770
Root Financial Partners
California
$472K
PWA
1771
Physician Wealth Advisors
Utah
$471K
CCM
1772
Charter Capital Management
Wisconsin
$471K
IA
1773
Inspire Advisors
Idaho
$470K
SWM
1774
Steinberganna Wealth Management
New York
$467K
WCM
1775
Wedge Capital Management
North Carolina
$467K