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Wells Fargo

2,601 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,056 increasing their positions, 941 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.03B
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
GHA
2001
Granite Harbor Advisors
Texas
$326K
JWM
2002
JGP Wealth Management
Oregon
$326K
CAWM
2003
Capital Advisors Wealth Management
Washington
$325K
CCA
2004
Cooper Capital Advisors
California
$324K
MFS
2005
Madrona Financial Services
Washington
$324K
AIM
2006
Avity Investment Management
Connecticut
$323K
BOPW
2007
Brandywine Oak Private Wealth
Pennsylvania
$323K
NAM
2008
NTV Asset Management
West Virginia
$323K
PSP
2009
Principal Street Partners
Tennessee
$323K
FPF
2010
First Pacific Financial
Washington
$323K
SFA
2011
Souders Financial Advisors
Ohio
$322K
CCA
2012
Cottonwood Capital Advisors
Utah
$321K
PBF
2013
Petix & Botte Financial
California
$321K
BWCS
2014
Beirne Wealth Consulting Services
Connecticut
$321K
HWM
2015
HRC Wealth Management
Idaho
$320K
UWM
2016
United Wealth Management
Virginia
$320K
ABLA
2017
Alan B. Lancz & Associates
Ohio
$319K
CNB
2018
Camden National Bank
Maine
$318K
BC
2019
Brio Consultants
California
$318K
AWC
2020
Abundance Wealth Counselors
Pennsylvania
$318K
MBTD
2021
Mechanics Bank - Trust Department
California
$317K
SWIG
2022
Strategic Wealth Investment Group
Kentucky
$317K
FFC
2023
Frederick Financial Consultants
Maryland
$317K
GSF
2024
Grove Street Fiduciary
New Hampshire
$316K
FHA
2025
Flagship Harbor Advisors
Massachusetts
$315K