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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
VV
1951
Verity & Verity
South Carolina
$355K
OWCM
1952
One Wealth Capital Management
Arizona
$354K
FA
1953
Fedenia Advisers
Wisconsin
$354K
FWI
1954
Facet Wealth Inc
Maryland
$353K
WPW
1955
Waldron Private Wealth
Pennsylvania
$353K
NBWM
1956
North Berkeley Wealth Management
California
$352K
BWP
1957
Bernardo Wealth Planning
Pennsylvania
$352K
LFA
1958
Laraway Financial Advisors
Minnesota
$350K
ACP
1959
Argyle Capital Partners
California
$350K
OWA
1960
Octavia Wealth Advisors
Ohio
$350K
GBT
1961
Grove Bank & Trust
Florida
$349K
S
1962
Sunpointe
Missouri
$349K
RIA
1963
Regal Investment Advisors
Michigan
$349K
CWM
1964
Centurion Wealth Management
Virginia
$349K
CAG
1965
Centerpoint Advisory Group
Kansas
$349K
EIP
1966
Ellis Investment Partners
Pennsylvania
$348K
CPWA
1967
Cerro Pacific Wealth Advisors
California
$348K
THL
1968
Tillman Hartley LLC
Colorado
$348K
EC
1969
EdgeRock Capital
Colorado
$347K
NWM
1970
Northcape Wealth Management
New York
$347K
BBPWM
1971
Blue Bell Private Wealth Management
Pennsylvania
$346K
LWM
1972
LeConte Wealth Management
Tennessee
$346K
BW
1973
BXM Wealth
Colorado
$345K
FGI
1974
Foresight Global Investors
New York
$345K
SI
1975
Saxon Interests
Texas
$344K