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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
KLWA
1926
Kelly Lawrence W & Associates
California
$369K
IP
1927
Ignite Planners
California
$369K
WAM
1928
Weinberger Asset Management
California
$369K
SAM
1929
Strategy Asset Managers
California
$366K
ICP
1930
Impact Capital Partners
Colorado
$364K
PFA
1931
Professional Financial Advisors
Nebraska
$364K
LG
1932
Leuthold Group
Minnesota
$363K
PWM
1933
Power Wealth Management
Georgia
$363K
GJWM
1934
Gilliland Jeter Wealth Management
Arkansas
$362K
SF
1935
Symphony Financial
Texas
$361K
OCM
1936
Osterweis Capital Management
California
$361K
BI
1937
Ballast Inc
Kentucky
$360K
AWM
1938
Ameliora Wealth Management
Switzerland
$360K
AT
1939
American Trust
Kentucky
$360K
LPFG
1940
Landing Point Financial Group
Ohio
$359K
MHR
1941
Matthew Hamilton Rosenberg
$359K
CCIA
1942
Cherry Creek Investment Advisors
Colorado
$358K
BFA
1943
Bill Few Associates
Pennsylvania
$357K
RBC
1944
Romano Brothers & Co
Illinois
$357K
TW
1945
Towerpoint Wealth
California
$356K
GF
1946
Gries Financial
Ohio
$355K
CWM
1947
Chesapeake Wealth Management
Virginia
$355K
LWL
1948
Leo Wealth LLC
Texas
$355K
CPC
1949
Consolidated Planning Corp
Georgia
$355K
AMBIA
1950
Allen Mooney & Barnes Investment Advisors
Georgia
$355K