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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
CGPCS
1776
Capital Group Private Client Services
California
$472K
AW
1777
Avion Wealth
Texas
$472K
BI
1778
Bradyco Inc
Massachusetts
$472K
RFP
1779
Root Financial Partners
California
$472K
PWA
1780
Physician Wealth Advisors
Utah
$471K
CCM
1781
Charter Capital Management
Wisconsin
$471K
IA
1782
Inspire Advisors
Idaho
$470K
SWM
1783
Steinberganna Wealth Management
New York
$467K
WCM
1784
Wedge Capital Management
North Carolina
$467K
PAI
1785
Pittenger & Anderson Inc
Nebraska
$466K
FCAS
1786
First Command Advisory Services
Texas
$465K
PWP
1787
Pursue Wealth Partners
California
$464K
FA
1788
Fountainhead AM
New Jersey
$463K
SSG
1789
Summit Securities Group
New York
$463K
GPW
1790
Genesis Private Wealth
Virginia
$462K
AIA
1791
Arbor Investment Advisors
North Carolina
$462K
BFIC
1792
Bedell Frazier Investment Counselling
California
$461K
PAMG
1793
Patton Albertson Miller Group
Tennessee
$460K
RPWA
1794
Regent Peak Wealth Advisors
Georgia
$459K
EMAM
1795
Encompass More Asset Management
California
$458K
TPA
1796
Trivium Point Advisory
Connecticut
$458K
PCM
1797
Parsons Capital Management
Rhode Island
$457K
EL
1798
EWA LLC
Pennsylvania
$457K
MCP
1799
Mirador Capital Partners
California
$456K
DA
1800
Detalus Advisors
Missouri
$456K