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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
2,627
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
FHC
1876
First Heartland Consultants
Missouri
$402K
GCA
1877
Gradient Capital Advisors
California
$400K
HNWAG
1878
High Net Worth Advisory Group
Florida
$399K
OHWA
1879
Oak Hill Wealth Advisors
Virginia
$399K
GAM
1880
Gould Asset Management
California
$399K
UWPG
1881
Ullmann Wealth Partners Group
Florida
$397K
HFP
1882
Holistic Financial Partners
Indiana
$397K
ORC
1883
O'Rourke & Company
Massachusetts
$397K
TWA
1884
TCI Wealth Advisors
Arizona
$397K
HA
1885
HFG Advisors
Ohio
$396K
AG
1886
Algert Global
California
$396K
RWP
1887
Revolve Wealth Partners
New Jersey
$396K
SP
1888
Successful Portfolios
Florida
$395K
FCMT
1889
Founders Capital Management (Texas)
Texas
$394K
CPCM
1890
Cardinal Point Capital Management
Ontario, Canada
$392K
AIA
1891
Alternative Investment Advisors
Florida
$392K
SGCA
1892
Steel Grove Capital Advisors
Tennessee
$391K
QT
1893
Quantbot Technologies
New York
$391K
KNW
1894
Kesler Norman & Wride
Utah
$391K
AF
1895
Apexium Financial
Texas
$389K
CFG
1896
Copley Financial Group
California
$389K
ALA
1897
Atlas Legacy Advisors
California
$388K
FWA
1898
FSM Wealth Advisors
Ohio
$387K
PC
1899
Prairiewood Capital
North Dakota
$385K
CWM
1900
Concentrum Wealth Management
California
$384K