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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
SHGA
1851
Sand Hill Global Advisors
California
$419K
QFA
1852
Quantum Financial Advisors
California
$419K
WIM
1853
Warwick Investment Management
Texas
$416K
NWWA
1854
New Wave Wealth Advisors
Arkansas
$416K
SIC
1855
Samalin Investment Counsel
New York
$416K
WF
1856
WoodTrust Financial
Wisconsin
$415K
FWM
1857
Focused Wealth Management
New York
$415K
HCMG
1858
Howard Capital Management Group
California
$415K
MAM
1859
MMA Asset Management
Pennsylvania
$415K
MWM
1860
Maripau Wealth Management
Indiana
$413K
FFA
1861
First Foundation Advisors
California
$413K
CD
1862
Chapin Davis
Maryland
$413K
CSC
1863
Caldwell Sutter Capital
California
$412K
CPC
1864
Cookson Peirce & Co
Pennsylvania
$412K
MCA
1865
Millennium Capital Advisors
Arkansas
$412K
DWM
1866
Destination Wealth Management
California
$411K
GSWM
1867
Golden State Wealth Management
California
$411K
4WM
1868
49 Wealth Management
Texas
$411K
KFC
1869
Klingenstein Fields & Co
New York
$411K
BCM
1870
Buckhead Capital Management
Georgia
$410K
HIS
1871
Harvest Investment Services
Illinois
$409K
PVI
1872
Pine Valley Investments
New Jersey
$409K
AFA
1873
AA Financial Advisors
Ohio
$408K
BPAMU
1874
BTG Pactual Asset Management US
New York
$408K
BFP
1875
Brewster Financial Planning
New York
$408K