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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
FPF
2026
First Pacific Financial
Washington
$323K
SFA
2027
Souders Financial Advisors
Ohio
$322K
CCA
2028
Cottonwood Capital Advisors
Utah
$321K
PBF
2029
Petix & Botte Financial
California
$321K
BWCS
2030
Beirne Wealth Consulting Services
Connecticut
$321K
HWM
2031
HRC Wealth Management
Idaho
$320K
UWM
2032
United Wealth Management
Virginia
$320K
ABLA
2033
Alan B. Lancz & Associates
Ohio
$319K
CNB
2034
Camden National Bank
Maine
$318K
BC
2035
Brio Consultants
California
$318K
AWC
2036
Abundance Wealth Counselors
Pennsylvania
$318K
MBTD
2037
Mechanics Bank - Trust Department
California
$317K
SWIG
2038
Strategic Wealth Investment Group
Kentucky
$317K
FFC
2039
Frederick Financial Consultants
Maryland
$317K
GSF
2040
Grove Street Fiduciary
New Hampshire
$316K
FHA
2041
Flagship Harbor Advisors
Massachusetts
$315K
ACP
2042
Aviance Capital Partners
Florida
$314K
FSA
2043
Financial Security Advisor
Virginia
$313K
IWA
2044
IBEX Wealth Advisors
New Jersey
$313K
XSC
2045
X-Square Capital
Puerto Rico
$312K
SWA
2046
SFMG Wealth Advisors
Texas
$312K
CS
2047
Capital Square
Tennessee
$312K
AWA
2048
A4 Wealth Advisors
North Carolina
$311K
RWM
2049
Riverbend Wealth Management
South Carolina
$309K
BMO
2050
Beck Mack & Oliver
New York
$309K