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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
EWM
2051
Endowment Wealth Management
Wisconsin
$308K
OWA
2052
Outlook Wealth Advisors
Texas
$307K
MWA
2053
Motive Wealth Advisors
Michigan
$307K
COFSG
2054
Carbahal Olsen Financial Services Group
California
$307K
CF
2055
Convergence Financial
Missouri
$307K
OPWM
2056
Oregon Pacific Wealth Management
Oregon
$307K
RA
2057
Rise Advisors
New York
$306K
MA
2058
MJP Associates
Connecticut
$306K
HFA
2059
Hutchinson Financial Advisors
Virginia
$306K
GCP
2060
GSA Capital Partners
United Kingdom
$306K
LWA
2061
Lifelong Wealth Advisors
Minnesota
$304K
BFO
2062
Boston Family Office
Massachusetts
$304K
PCM
2063
Princeton Capital Management
New Jersey
$304K
FCG
2064
Financial Connections Group
California
$303K
MCWA
2065
Meadow Creek Wealth Advisors
Georgia
$303K
BFA
2066
Beaumont Financial Advisors
Massachusetts
$301K
HWMO
2067
Heritage Wealth Management (Ohio)
Ohio
$300K
CTWM
2068
Cherry Tree Wealth Management
Minnesota
$300K
EWS
2069
Eagle Wealth Strategies
New Jersey
$299K
PPWM
2070
Paragon Private Wealth Management
Kentucky
$298K
FOA
2071
Five Oceans Advisors
California
$297K
WI
2072
Wedgewood Investors
Pennsylvania
$297K
FFA
2073
Fi3 Financial Advisors
Indiana
$297K
B
2074
BetterWealth
California
$297K
CWA
2075
Consilio Wealth Advisors
Washington
$296K