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Wells Fargo

2,619 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, 1,064 increasing their positions, 950 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.81% less ownership

Funds ownership: 76.29%74.47% (-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
2,619
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
GPW
1776
Genesis Private Wealth
Virginia
$462K
AIA
1777
Arbor Investment Advisors
North Carolina
$462K
BFIC
1778
Bedell Frazier Investment Counselling
California
$461K
PAMG
1779
Patton Albertson Miller Group
Tennessee
$460K
RPWA
1780
Regent Peak Wealth Advisors
Georgia
$459K
EMAM
1781
Encompass More Asset Management
California
$458K
TPA
1782
Trivium Point Advisory
Connecticut
$458K
PCM
1783
Parsons Capital Management
Rhode Island
$457K
EL
1784
EWA LLC
Pennsylvania
$457K
MCP
1785
Mirador Capital Partners
California
$456K
DA
1786
Detalus Advisors
Missouri
$456K
FIM
1787
Fruth Investment Management
Texas
$454K
EFA
1788
Evernest Financial Advisors
Indiana
$454K
SFC
1789
SYM Financial Corp
Indiana
$450K
LA
1790
Legacy Advisors
Pennsylvania
$449K
ACM
1791
Arcataur Capital Management
Wisconsin
$448K
CTI
1792
Community Trust & Investment
Kentucky
$447K
RFA
1793
Register Financial Advisors
Georgia
$445K
KW
1794
KWB Wealth
California
$445K
CC
1795
Constitution Capital
Connecticut
$444K
CT
1796
Colonial Trust
South Carolina
$444K
IB
1797
Intrust Bank
Kansas
$443K
HIIFS
1798
Harel Insurance Investments & Financial Services
Israel
$443K
CAI
1799
Capital Advisors Inc
Oklahoma
$440K
VWA
1800
VSM Wealth Advisory
Maryland
$440K