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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
GWWM
2001
Great Waters Wealth Management
Minnesota
$334K
VDI
2002
Vaughan David Investments
Illinois
$333K
CAL
2003
Capital Analysts LLC
Pennsylvania
$333K
1L
2004
10Elms LLP
Oklahoma
$333K
ABTD
2005
Arvest Bank Trust Division
Oklahoma
$332K
TWP
2006
Triad Wealth Partners
Kansas
$332K
CWA
2007
Centennial Wealth Advisory
Michigan
$332K
FFG
2008
First Financial Group
North Carolina
$331K
LA
2009
Lifeworks Advisors
Michigan
$331K
AWM
2010
Ariadne Wealth Management
California
$329K
OAS
2011
Optivise Advisory Services
Tennessee
$328K
FNWA
2012
Financial Network Wealth Advisors
Utah
$328K
MCCA
2013
Mill Creek Capital Advisors
Pennsylvania
$328K
NDSI
2014
Newman Dignan & Sheerar Inc
Rhode Island
$327K
BIA
2015
Bell Investment Advisors
California
$326K
CTA
2016
Colonial Trust Advisors
South Carolina
$326K
GHA
2017
Granite Harbor Advisors
Texas
$326K
JWM
2018
JGP Wealth Management
Oregon
$326K
CAWM
2019
Capital Advisors Wealth Management
Washington
$325K
CCA
2020
Cooper Capital Advisors
California
$324K
MFS
2021
Madrona Financial Services
Washington
$324K
AIM
2022
Avity Investment Management
Connecticut
$323K
BOPW
2023
Brandywine Oak Private Wealth
Pennsylvania
$323K
NAM
2024
NTV Asset Management
West Virginia
$323K
PSP
2025
Principal Street Partners
Tennessee
$323K