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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
ALA
1876
Atlas Legacy Advisors
California
$388K
FWA
1877
FSM Wealth Advisors
Ohio
$387K
PC
1878
Prairiewood Capital
North Dakota
$385K
CWM
1879
Concentrum Wealth Management
California
$384K
TVM
1880
True Vision MN
Minnesota
$382K
PSC
1881
Prentiss Smith & Co
Vermont
$382K
TCBWMS
1882
Texas Capital Bank Wealth Management Services
Texas
$382K
WAAG
1883
Wealth Alliance Advisory Group
Kansas
$382K
CFS
1884
CRA Financial Services
New Jersey
$382K
BFA
1885
Beacon Financial Advisory
Ohio
$381K
IIA
1886
Integral Investment Advisors
California
$380K
BMCM
1887
Bryn Mawr Capital Management
Pennsylvania
$379K
SP
1888
Stonebrook Private
Michigan
$378K
BFS
1889
BridgePort Financial Solutions
Iowa
$378K
NED
1890
Nancy E. Dempze
$377K
GKIM
1891
GW&K Investment Management
Massachusetts
$377K
JWWM
1892
Johnson & White Wealth Management
Pennsylvania
$377K
BHWM
1893
Bar Harbor Wealth Management
New Hampshire
$376K
CBT
1894
CoreFirst Bank & Trust
Kansas
$375K
ATS
1895
Ashton Thomas Securities
New York
$374K
PS
1896
Planned Solutions
California
$374K
VCP
1897
Vista Capital Partners
Oregon
$373K
AA
1898
ALPS Advisors
Colorado
$372K
GA
1899
GSG Advisors
New Jersey
$372K
OFW
1900
Omnia Family Wealth
Florida
$372K