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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
SEP
1901
Southland Equity Partners
Missouri
$372K
LAM
1902
Lewis Asset Management
California
$371K
NCM
1903
Narwhal Capital Management
Georgia
$371K
AIA
1904
Accelerate Investment Advisors
California
$371K
FAB
1905
First American Bank
Illinois
$371K
PWM
1906
Partners Wealth Management
California
$370K
CCM
1907
Check Capital Management
California
$370K
PWG
1908
Private Wealth Group
Florida
$369K
FM
1909
Freemont Management
Switzerland
$369K
KLWA
1910
Kelly Lawrence W & Associates
California
$369K
IP
1911
Ignite Planners
California
$369K
WAM
1912
Weinberger Asset Management
California
$369K
SAM
1913
Strategy Asset Managers
California
$366K
ICP
1914
Impact Capital Partners
Colorado
$364K
PFA
1915
Professional Financial Advisors
Nebraska
$364K
LG
1916
Leuthold Group
Minnesota
$363K
PWM
1917
Power Wealth Management
Georgia
$363K
GJWM
1918
Gilliland Jeter Wealth Management
Arkansas
$362K
SF
1919
Symphony Financial
Texas
$361K
OCM
1920
Osterweis Capital Management
California
$361K
BI
1921
Ballast Inc
Kentucky
$360K
AWM
1922
Ameliora Wealth Management
Switzerland
$360K
AT
1923
American Trust
Kentucky
$360K
LPFG
1924
Landing Point Financial Group
Ohio
$359K
MHR
1925
Matthew Hamilton Rosenberg
$359K