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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
GF
1951
Gries Financial
Ohio
$355K
CWM
1952
Chesapeake Wealth Management
Virginia
$355K
LWL
1953
Leo Wealth LLC
Texas
$355K
CPC
1954
Consolidated Planning Corp
Georgia
$355K
AMBIA
1955
Allen Mooney & Barnes Investment Advisors
Georgia
$355K
VV
1956
Verity & Verity
South Carolina
$355K
OWCM
1957
One Wealth Capital Management
Arizona
$354K
FA
1958
Fedenia Advisers
Wisconsin
$354K
FWI
1959
Facet Wealth Inc
Maryland
$353K
WPW
1960
Waldron Private Wealth
Pennsylvania
$353K
NBWM
1961
North Berkeley Wealth Management
California
$352K
BWP
1962
Bernardo Wealth Planning
Pennsylvania
$352K
LFA
1963
Laraway Financial Advisors
Minnesota
$350K
ACP
1964
Argyle Capital Partners
California
$350K
OWA
1965
Octavia Wealth Advisors
Ohio
$350K
GBT
1966
Grove Bank & Trust
Florida
$349K
S
1967
Sunpointe
Missouri
$349K
RIA
1968
Regal Investment Advisors
Michigan
$349K
CWM
1969
Centurion Wealth Management
Virginia
$349K
CAG
1970
Centerpoint Advisory Group
Kansas
$349K
EIP
1971
Ellis Investment Partners
Pennsylvania
$348K
CPWA
1972
Cerro Pacific Wealth Advisors
California
$348K
THL
1973
Tillman Hartley LLC
Colorado
$348K
EC
1974
EdgeRock Capital
Colorado
$347K
NWM
1975
Northcape Wealth Management
New York
$347K