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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
PAI
1776
Pittenger & Anderson Inc
Nebraska
$466K
FCAS
1777
First Command Advisory Services
Texas
$465K
PWP
1778
Pursue Wealth Partners
California
$464K
FA
1779
Fountainhead AM
New Jersey
$463K
SSG
1780
Summit Securities Group
New York
$463K
GPW
1781
Genesis Private Wealth
Virginia
$462K
AIA
1782
Arbor Investment Advisors
North Carolina
$462K
BFIC
1783
Bedell Frazier Investment Counselling
California
$461K
PAMG
1784
Patton Albertson Miller Group
Tennessee
$460K
RPWA
1785
Regent Peak Wealth Advisors
Georgia
$459K
EMAM
1786
Encompass More Asset Management
California
$458K
TPA
1787
Trivium Point Advisory
Connecticut
$458K
PCM
1788
Parsons Capital Management
Rhode Island
$457K
EL
1789
EWA LLC
Pennsylvania
$457K
MCP
1790
Mirador Capital Partners
California
$456K
DA
1791
Detalus Advisors
Missouri
$456K
FIM
1792
Fruth Investment Management
Texas
$454K
EFA
1793
Evernest Financial Advisors
Indiana
$454K
SFC
1794
SYM Financial Corp
Indiana
$450K
LA
1795
Legacy Advisors
Pennsylvania
$449K
ACM
1796
Arcataur Capital Management
Wisconsin
$448K
CTI
1797
Community Trust & Investment
Kentucky
$447K
RFA
1798
Register Financial Advisors
Georgia
$445K
KW
1799
KWB Wealth
California
$445K
CC
1800
Constitution Capital
Connecticut
$444K