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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
FAB
1926
First American Bank
Illinois
$371K
PWM
1927
Partners Wealth Management
California
$370K
CCM
1928
Check Capital Management
California
$370K
PWG
1929
Private Wealth Group
Florida
$369K
FM
1930
Freemont Management
Switzerland
$369K
KLWA
1931
Kelly Lawrence W & Associates
California
$369K
IP
1932
Ignite Planners
California
$369K
WAM
1933
Weinberger Asset Management
California
$369K
SAM
1934
Strategy Asset Managers
California
$366K
ICP
1935
Impact Capital Partners
Colorado
$364K
PFA
1936
Professional Financial Advisors
Nebraska
$364K
LG
1937
Leuthold Group
Minnesota
$363K
PWM
1938
Power Wealth Management
Georgia
$363K
GJWM
1939
Gilliland Jeter Wealth Management
Arkansas
$362K
SF
1940
Symphony Financial
Texas
$361K
OCM
1941
Osterweis Capital Management
California
$361K
BI
1942
Ballast Inc
Kentucky
$360K
AWM
1943
Ameliora Wealth Management
Switzerland
$360K
AT
1944
American Trust
Kentucky
$360K
LPFG
1945
Landing Point Financial Group
Ohio
$359K
MHR
1946
Matthew Hamilton Rosenberg
$359K
CCIA
1947
Cherry Creek Investment Advisors
Colorado
$358K
BFA
1948
Bill Few Associates
Pennsylvania
$357K
RBC
1949
Romano Brothers & Co
Illinois
$357K
TW
1950
Towerpoint Wealth
California
$356K