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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
CWM
2001
CarsonAllaria Wealth Management
Illinois
$342K
LWCFA
2002
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$341K
CWM
2003
Circle Wealth Management
New Jersey
$341K
SIM
2004
SSI Investment Management
California
$340K
TI
2005
tru Independence
Oregon
$339K
TFCP
2006
Twin Focus Capital Partners
Massachusetts
$339K
MCA
2007
Magnolia Capital Advisors
Mississippi
$338K
CMF
2008
Counterpoint Mutual Funds
California
$337K
BWP
2009
Balboa Wealth Partners
Arizona
$337K
PCA
2010
Peddock Capital Advisors
Massachusetts
$337K
LBC
2011
Leigh Baldwin & Co
New York
$337K
JHP
2012
James Hambro & Partners
United Kingdom
$337K
IAG
2013
Investment Advisory Group
Massachusetts
$337K
CM
2014
Capula Management
Cayman Islands
$336K
WCFA
2015
Walkner Condon Financial Advisors
Wisconsin
$336K
EP
2016
EPIQ Partners
Minnesota
$335K
UBV
2017
United Bank (Virginia)
Virginia
$335K
EIG
2018
Ellenbecker Investment Group
Wisconsin
$334K
GWWM
2019
Great Waters Wealth Management
Minnesota
$334K
VDI
2020
Vaughan David Investments
Illinois
$333K
CAL
2021
Capital Analysts LLC
Pennsylvania
$333K
1L
2022
10Elms LLP
Oklahoma
$333K
ABTD
2023
Arvest Bank Trust Division
Oklahoma
$332K
TWP
2024
Triad Wealth Partners
Kansas
$332K
CWA
2025
Centennial Wealth Advisory
Michigan
$332K