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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
TVM
1901
True Vision MN
Minnesota
$382K
PSC
1902
Prentiss Smith & Co
Vermont
$382K
TCBWMS
1903
Texas Capital Bank Wealth Management Services
Texas
$382K
WAAG
1904
Wealth Alliance Advisory Group
Kansas
$382K
CFS
1905
CRA Financial Services
New Jersey
$382K
BFA
1906
Beacon Financial Advisory
Ohio
$381K
IIA
1907
Integral Investment Advisors
California
$380K
BMCM
1908
Bryn Mawr Capital Management
Pennsylvania
$379K
SP
1909
Stonebrook Private
Michigan
$378K
BFS
1910
BridgePort Financial Solutions
Iowa
$378K
NED
1911
Nancy E. Dempze
$377K
GKIM
1912
GW&K Investment Management
Massachusetts
$377K
JWWM
1913
Johnson & White Wealth Management
Pennsylvania
$377K
BHWM
1914
Bar Harbor Wealth Management
New Hampshire
$376K
CBT
1915
CoreFirst Bank & Trust
Kansas
$375K
ATS
1916
Ashton Thomas Securities
New York
$374K
PS
1917
Planned Solutions
California
$374K
VCP
1918
Vista Capital Partners
Oregon
$373K
AA
1919
ALPS Advisors
Colorado
$372K
GA
1920
GSG Advisors
New Jersey
$372K
OFW
1921
Omnia Family Wealth
Florida
$372K
SEP
1922
Southland Equity Partners
Missouri
$372K
LAM
1923
Lewis Asset Management
California
$371K
NCM
1924
Narwhal Capital Management
Georgia
$371K
AIA
1925
Accelerate Investment Advisors
California
$371K