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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
DWM
1851
Destination Wealth Management
California
$411K
GSWM
1852
Golden State Wealth Management
California
$411K
4WM
1853
49 Wealth Management
Texas
$411K
KFC
1854
Klingenstein Fields & Co
New York
$411K
BCM
1855
Buckhead Capital Management
Georgia
$410K
HIS
1856
Harvest Investment Services
Illinois
$409K
AFA
1857
AA Financial Advisors
Ohio
$408K
BPAMU
1858
BTG Pactual Asset Management US
New York
$408K
BFP
1859
Brewster Financial Planning
New York
$408K
MWM
1860
MinichMacGregor Wealth Management
New York
$407K
JWM
1861
Jacksonville Wealth Management
Florida
$407K
S
1862
Sachetta
Massachusetts
$406K
BDF
1863
Black Diamond Financial
Maryland
$405K
KWM
1864
KFG Wealth Management
Indiana
$405K
SL
1865
Sentinus LLC
Illinois
$405K
FWTB
1866
First Western Trust Bank
Colorado
$405K
GA
1867
GFS Advisors
Texas
$403K
KFPC
1868
KERR FINANCIAL PLANNING Corp
California
$403K
TWA
1869
Talisman Wealth Advisors
New Jersey
$403K
GITFIT
1870
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$402K
FHC
1871
First Heartland Consultants
Missouri
$402K
GCA
1872
Gradient Capital Advisors
California
$400K
HNWAG
1873
High Net Worth Advisory Group
Florida
$399K
OHWA
1874
Oak Hill Wealth Advisors
Virginia
$399K
GAM
1875
Gould Asset Management
California
$399K