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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
CCA
2026
Cooper Capital Advisors
California
$324K
MFS
2027
Madrona Financial Services
Washington
$324K
AIM
2028
Avity Investment Management
Connecticut
$323K
BOPW
2029
Brandywine Oak Private Wealth
Pennsylvania
$323K
NAM
2030
NTV Asset Management
West Virginia
$323K
PSP
2031
Principal Street Partners
Tennessee
$323K
FPF
2032
First Pacific Financial
Washington
$323K
SFA
2033
Souders Financial Advisors
Ohio
$322K
CCA
2034
Cottonwood Capital Advisors
Utah
$321K
PBF
2035
Petix & Botte Financial
California
$321K
BWCS
2036
Beirne Wealth Consulting Services
Connecticut
$321K
HWM
2037
HRC Wealth Management
Idaho
$320K
UWM
2038
United Wealth Management
Virginia
$320K
ABLA
2039
Alan B. Lancz & Associates
Ohio
$319K
CNB
2040
Camden National Bank
Maine
$318K
BC
2041
Brio Consultants
California
$318K
AWC
2042
Abundance Wealth Counselors
Pennsylvania
$318K
MBTD
2043
Mechanics Bank - Trust Department
California
$317K
SWIG
2044
Strategic Wealth Investment Group
Kentucky
$317K
FFC
2045
Frederick Financial Consultants
Maryland
$317K
GSF
2046
Grove Street Fiduciary
New Hampshire
$316K
FHA
2047
Flagship Harbor Advisors
Massachusetts
$315K
ACP
2048
Aviance Capital Partners
Florida
$314K
FSA
2049
Financial Security Advisor
Virginia
$313K
IWA
2050
IBEX Wealth Advisors
New Jersey
$313K