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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
CBT
1926
CoreFirst Bank & Trust
Kansas
$375K
ATS
1927
Ashton Thomas Securities
New York
$374K
PS
1928
Planned Solutions
California
$374K
VCP
1929
Vista Capital Partners
Oregon
$373K
AA
1930
ALPS Advisors
Colorado
$372K
GA
1931
GSG Advisors
New Jersey
$372K
OFW
1932
Omnia Family Wealth
Florida
$372K
SEP
1933
Southland Equity Partners
Missouri
$372K
LAM
1934
Lewis Asset Management
California
$371K
NCM
1935
Narwhal Capital Management
Georgia
$371K
AIA
1936
Accelerate Investment Advisors
California
$371K
FAB
1937
First American Bank
Illinois
$371K
PWM
1938
Partners Wealth Management
California
$370K
CCM
1939
Check Capital Management
California
$370K
PWG
1940
Private Wealth Group
Florida
$369K
FM
1941
Freemont Management
Switzerland
$369K
KLWA
1942
Kelly Lawrence W & Associates
California
$369K
IP
1943
Ignite Planners
California
$369K
WAM
1944
Weinberger Asset Management
California
$369K
SAM
1945
Strategy Asset Managers
California
$366K
ICP
1946
Impact Capital Partners
Colorado
$364K
PFA
1947
Professional Financial Advisors
Nebraska
$364K
LG
1948
Leuthold Group
Minnesota
$363K
PWM
1949
Power Wealth Management
Georgia
$363K
GJWM
1950
Gilliland Jeter Wealth Management
Arkansas
$362K