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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
FFG
2026
First Financial Group
North Carolina
$331K
LA
2027
Lifeworks Advisors
Michigan
$331K
AWM
2028
Ariadne Wealth Management
California
$329K
OAS
2029
Optivise Advisory Services
Tennessee
$328K
FNWA
2030
Financial Network Wealth Advisors
Utah
$328K
MCCA
2031
Mill Creek Capital Advisors
Pennsylvania
$328K
NDSI
2032
Newman Dignan & Sheerar Inc
Rhode Island
$327K
BIA
2033
Bell Investment Advisors
California
$326K
CTA
2034
Colonial Trust Advisors
South Carolina
$326K
GHA
2035
Granite Harbor Advisors
Texas
$326K
JWM
2036
JGP Wealth Management
Oregon
$326K
CAWM
2037
Capital Advisors Wealth Management
Washington
$325K
CCA
2038
Cooper Capital Advisors
California
$324K
MFS
2039
Madrona Financial Services
Washington
$324K
AIM
2040
Avity Investment Management
Connecticut
$323K
BOPW
2041
Brandywine Oak Private Wealth
Pennsylvania
$323K
NAM
2042
NTV Asset Management
West Virginia
$323K
PSP
2043
Principal Street Partners
Tennessee
$323K
FPF
2044
First Pacific Financial
Washington
$323K
SFA
2045
Souders Financial Advisors
Ohio
$322K
CCA
2046
Cottonwood Capital Advisors
Utah
$321K
PBF
2047
Petix & Botte Financial
California
$321K
BWCS
2048
Beirne Wealth Consulting Services
Connecticut
$321K
HWM
2049
HRC Wealth Management
Idaho
$320K
UWM
2050
United Wealth Management
Virginia
$320K