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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
CPCM
1901
Cardinal Point Capital Management
Ontario, Canada
$392K
AIA
1902
Alternative Investment Advisors
Florida
$392K
SGCA
1903
Steel Grove Capital Advisors
Tennessee
$391K
QT
1904
Quantbot Technologies
New York
$391K
KNW
1905
Kesler Norman & Wride
Utah
$391K
AF
1906
Apexium Financial
Texas
$389K
CFG
1907
Copley Financial Group
California
$389K
ALA
1908
Atlas Legacy Advisors
California
$388K
FWA
1909
FSM Wealth Advisors
Ohio
$387K
PC
1910
Prairiewood Capital
North Dakota
$385K
CWM
1911
Concentrum Wealth Management
California
$384K
TVM
1912
True Vision MN
Minnesota
$382K
PSC
1913
Prentiss Smith & Co
Vermont
$382K
TCBWMS
1914
Texas Capital Bank Wealth Management Services
Texas
$382K
WAAG
1915
Wealth Alliance Advisory Group
Kansas
$382K
CFS
1916
CRA Financial Services
New Jersey
$382K
BFA
1917
Beacon Financial Advisory
Ohio
$381K
IIA
1918
Integral Investment Advisors
California
$380K
BMCM
1919
Bryn Mawr Capital Management
Pennsylvania
$379K
SP
1920
Stonebrook Private
Michigan
$378K
BFS
1921
BridgePort Financial Solutions
Iowa
$378K
NED
1922
Nancy E. Dempze
$377K
GKIM
1923
GW&K Investment Management
Massachusetts
$377K
JWWM
1924
Johnson & White Wealth Management
Pennsylvania
$377K
BHWM
1925
Bar Harbor Wealth Management
New Hampshire
$376K