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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
FIM
1801
Fruth Investment Management
Texas
$454K
EFA
1802
Evernest Financial Advisors
Indiana
$454K
SFC
1803
SYM Financial Corp
Indiana
$450K
LA
1804
Legacy Advisors
Pennsylvania
$449K
ACM
1805
Arcataur Capital Management
Wisconsin
$448K
CTI
1806
Community Trust & Investment
Kentucky
$447K
RFA
1807
Register Financial Advisors
Georgia
$445K
KW
1808
KWB Wealth
California
$445K
CC
1809
Constitution Capital
Connecticut
$444K
CT
1810
Colonial Trust
South Carolina
$444K
IB
1811
Intrust Bank
Kansas
$443K
HIIFS
1812
Harel Insurance Investments & Financial Services
Israel
$443K
CAI
1813
Capital Advisors Inc
Oklahoma
$440K
VWA
1814
VSM Wealth Advisory
Maryland
$440K
BFA
1815
Brown Financial Advisors
Ohio
$439K
MPCG
1816
Matrix Private Capital Group
New York
$437K
AIM
1817
Acropolis Investment Management
Missouri
$435K
ACM
1818
Ayrshire Capital Management
Connecticut
$435K
SWM
1819
Stockman Wealth Management
Montana
$434K
SMC
1820
Smith, Moore & Co
Missouri
$433K
RP
1821
Raelipskie Partnership
Ontario, Canada
$433K
MAG
1822
Mokosak Advisory Group
Iowa
$433K
SIMG
1823
Sonora Investment Management Group
Arizona
$433K
BFF
1824
Byrne Financial Freedom
Massachusetts
$433K
DDC
1825
DF Dent & Co
Maryland
$432K