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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
ACP
2026
Aviance Capital Partners
Florida
$314K
FSA
2027
Financial Security Advisor
Virginia
$313K
IWA
2028
IBEX Wealth Advisors
New Jersey
$313K
XSC
2029
X-Square Capital
Puerto Rico
$312K
SWA
2030
SFMG Wealth Advisors
Texas
$312K
CS
2031
Capital Square
Tennessee
$312K
AWA
2032
A4 Wealth Advisors
North Carolina
$311K
RWM
2033
Riverbend Wealth Management
South Carolina
$309K
BMO
2034
Beck Mack & Oliver
New York
$309K
EWM
2035
Endowment Wealth Management
Wisconsin
$308K
OWA
2036
Outlook Wealth Advisors
Texas
$307K
MWA
2037
Motive Wealth Advisors
Michigan
$307K
COFSG
2038
Carbahal Olsen Financial Services Group
California
$307K
CF
2039
Convergence Financial
Missouri
$307K
OPWM
2040
Oregon Pacific Wealth Management
Oregon
$307K
RA
2041
Rise Advisors
New York
$306K
MA
2042
MJP Associates
Connecticut
$306K
HFA
2043
Hutchinson Financial Advisors
Virginia
$306K
GCP
2044
GSA Capital Partners
United Kingdom
$306K
LWA
2045
Lifelong Wealth Advisors
Minnesota
$304K
BFO
2046
Boston Family Office
Massachusetts
$304K
PCM
2047
Princeton Capital Management
New Jersey
$304K
FCG
2048
Financial Connections Group
California
$303K
MCWA
2049
Meadow Creek Wealth Advisors
Georgia
$303K
BFA
2050
Beaumont Financial Advisors
Massachusetts
$301K