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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
BFA
1901
Beacon Financial Advisory
Ohio
$381K
IIA
1902
Integral Investment Advisors
California
$380K
BMCM
1903
Bryn Mawr Capital Management
Pennsylvania
$379K
SP
1904
Stonebrook Private
Michigan
$378K
BFS
1905
BridgePort Financial Solutions
Iowa
$378K
NED
1906
Nancy E. Dempze
$377K
GKIM
1907
GW&K Investment Management
Massachusetts
$377K
JWWM
1908
Johnson & White Wealth Management
Pennsylvania
$377K
BHWM
1909
Bar Harbor Wealth Management
New Hampshire
$376K
CBT
1910
CoreFirst Bank & Trust
Kansas
$375K
ATS
1911
Ashton Thomas Securities
New York
$374K
PS
1912
Planned Solutions
California
$374K
VCP
1913
Vista Capital Partners
Oregon
$373K
AA
1914
ALPS Advisors
Colorado
$372K
GA
1915
GSG Advisors
New Jersey
$372K
OFW
1916
Omnia Family Wealth
Florida
$372K
SEP
1917
Southland Equity Partners
Missouri
$372K
LAM
1918
Lewis Asset Management
California
$371K
NCM
1919
Narwhal Capital Management
Georgia
$371K
AIA
1920
Accelerate Investment Advisors
California
$371K
FAB
1921
First American Bank
Illinois
$371K
PWM
1922
Partners Wealth Management
California
$370K
CCM
1923
Check Capital Management
California
$370K
PWG
1924
Private Wealth Group
Florida
$369K
FM
1925
Freemont Management
Switzerland
$369K