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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
CM
2001
Capula Management
Cayman Islands
$336K
WCFA
2002
Walkner Condon Financial Advisors
Wisconsin
$336K
UBV
2003
United Bank (Virginia)
Virginia
$335K
EP
2004
EPIQ Partners
Minnesota
$335K
EIG
2005
Ellenbecker Investment Group
Wisconsin
$334K
GWWM
2006
Great Waters Wealth Management
Minnesota
$334K
VDI
2007
Vaughan David Investments
Illinois
$333K
CAL
2008
Capital Analysts LLC
Pennsylvania
$333K
1L
2009
10Elms LLP
Oklahoma
$333K
ABTD
2010
Arvest Bank Trust Division
Oklahoma
$332K
TWP
2011
Triad Wealth Partners
Kansas
$332K
CWA
2012
Centennial Wealth Advisory
Michigan
$332K
FFG
2013
First Financial Group
North Carolina
$331K
NFP
2014
Narus Financial Partners
Utah
$331K
LA
2015
Lifeworks Advisors
Michigan
$331K
AWM
2016
Ariadne Wealth Management
California
$329K
OAS
2017
Optivise Advisory Services
Tennessee
$328K
FNWA
2018
Financial Network Wealth Advisors
Utah
$328K
MCCA
2019
Mill Creek Capital Advisors
Pennsylvania
$328K
NDSI
2020
Newman Dignan & Sheerar Inc
Rhode Island
$327K
BIA
2021
Bell Investment Advisors
California
$326K
CTA
2022
Colonial Trust Advisors
South Carolina
$326K
GHA
2023
Granite Harbor Advisors
Texas
$326K
JWM
2024
JGP Wealth Management
Oregon
$326K
CAWM
2025
Capital Advisors Wealth Management
Washington
$325K