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Wells Fargo

2,601 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,056 increasing their positions, 941 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.03B
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
FWTB
1851
First Western Trust Bank
Colorado
$405K
GA
1852
GFS Advisors
Texas
$403K
KFPC
1853
KERR FINANCIAL PLANNING Corp
California
$403K
TWA
1854
Talisman Wealth Advisors
New Jersey
$403K
GITFIT
1855
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$402K
FHC
1856
First Heartland Consultants
Missouri
$402K
GCA
1857
Gradient Capital Advisors
California
$400K
HNWAG
1858
High Net Worth Advisory Group
Florida
$399K
OHWA
1859
Oak Hill Wealth Advisors
Virginia
$399K
GAM
1860
Gould Asset Management
California
$399K
UWPG
1861
Ullmann Wealth Partners Group
Florida
$397K
HFP
1862
Holistic Financial Partners
Indiana
$397K
ORC
1863
O'Rourke & Company
Massachusetts
$397K
TWA
1864
TCI Wealth Advisors
Arizona
$397K
HA
1865
HFG Advisors
Ohio
$396K
AG
1866
Algert Global
California
$396K
RWP
1867
Revolve Wealth Partners
New Jersey
$396K
SP
1868
Successful Portfolios
Florida
$395K
FCMT
1869
Founders Capital Management (Texas)
Texas
$394K
CPCM
1870
Cardinal Point Capital Management
Ontario, Canada
$392K
SGCA
1871
Steel Grove Capital Advisors
Tennessee
$391K
QT
1872
Quantbot Technologies
New York
$391K
KNW
1873
Kesler Norman & Wride
Utah
$391K
AF
1874
Apexium Financial
Texas
$389K
CFG
1875
Copley Financial Group
California
$389K