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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
MWM
1876
MinichMacGregor Wealth Management
New York
$407K
JWM
1877
Jacksonville Wealth Management
Florida
$407K
S
1878
Sachetta
Massachusetts
$406K
BDF
1879
Black Diamond Financial
Maryland
$405K
KWM
1880
KFG Wealth Management
Indiana
$405K
SL
1881
Sentinus LLC
Illinois
$405K
FWTB
1882
First Western Trust Bank
Colorado
$405K
GA
1883
GFS Advisors
Texas
$403K
KFP
1884
Kerr Financial Planning
California
$403K
TWA
1885
Talisman Wealth Advisors
New Jersey
$403K
GITFIT
1886
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$402K
FHC
1887
First Heartland Consultants
Missouri
$402K
GCA
1888
Gradient Capital Advisors
California
$400K
HNWAG
1889
High Net Worth Advisory Group
Florida
$399K
OHWA
1890
Oak Hill Wealth Advisors
Virginia
$399K
GAM
1891
Gould Asset Management
California
$399K
UWPG
1892
Ullmann Wealth Partners Group
Florida
$397K
HFP
1893
Holistic Financial Partners
Indiana
$397K
ORC
1894
O'Rourke & Company
Massachusetts
$397K
TWA
1895
TCI Wealth Advisors
Arizona
$397K
HA
1896
HFG Advisors
Ohio
$396K
AG
1897
Algert Global
California
$396K
RWP
1898
Revolve Wealth Partners
New Jersey
$396K
SP
1899
Successful Portfolios
Florida
$395K
FCMT
1900
Founders Capital Management (Texas)
Texas
$394K