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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
UWPG
1876
Ullmann Wealth Partners Group
Florida
$397K
HFP
1877
Holistic Financial Partners
Indiana
$397K
ORC
1878
O'Rourke & Company
Massachusetts
$397K
TWA
1879
TCI Wealth Advisors
Arizona
$397K
HA
1880
HFG Advisors
Ohio
$396K
AG
1881
Algert Global
California
$396K
RWP
1882
Revolve Wealth Partners
New Jersey
$396K
SP
1883
Successful Portfolios
Florida
$395K
FCMT
1884
Founders Capital Management (Texas)
Texas
$394K
CPCM
1885
Cardinal Point Capital Management
Ontario, Canada
$392K
AIA
1886
Alternative Investment Advisors
Florida
$392K
SGCA
1887
Steel Grove Capital Advisors
Tennessee
$391K
QT
1888
Quantbot Technologies
New York
$391K
KNW
1889
Kesler Norman & Wride
Utah
$391K
AF
1890
Apexium Financial
Texas
$389K
CFG
1891
Copley Financial Group
California
$389K
ALA
1892
Atlas Legacy Advisors
California
$388K
FWA
1893
FSM Wealth Advisors
Ohio
$387K
PC
1894
Prairiewood Capital
North Dakota
$385K
CWM
1895
Concentrum Wealth Management
California
$384K
TVM
1896
True Vision MN
Minnesota
$382K
PSC
1897
Prentiss Smith & Co
Vermont
$382K
TCBWMS
1898
Texas Capital Bank Wealth Management Services
Texas
$382K
WAAG
1899
Wealth Alliance Advisory Group
Kansas
$382K
CFS
1900
CRA Financial Services
New Jersey
$382K