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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
HWMO
2051
Heritage Wealth Management (Ohio)
Ohio
$300K
CTWM
2052
Cherry Tree Wealth Management
Minnesota
$300K
EWS
2053
Eagle Wealth Strategies
New Jersey
$299K
PPWM
2054
Paragon Private Wealth Management
Kentucky
$298K
FOA
2055
Five Oceans Advisors
California
$297K
WI
2056
Wedgewood Investors
Pennsylvania
$297K
FFA
2057
Fi3 Financial Advisors
Indiana
$297K
B
2058
BetterWealth
California
$297K
CWA
2059
Consilio Wealth Advisors
Washington
$296K
SIC
2060
SJS Investment Consulting
Ohio
$295K
SCG
2061
Sonata Capital Group
Washington
$295K
SFC
2062
Sprinkle Financial Consultants
Colorado
$294K
CIS
2063
Custom Index Systems
New York
$293K
PAG
2064
Powers Advisory Group
Illinois
$293K
MWM
2065
McMill Wealth Management
Nebraska
$293K
BWP
2066
BSW Wealth Partners
Colorado
$292K
NWA
2067
New World Advisors
Massachusetts
$291K
PCMN
2068
Paradigm Capital Management (Nevada)
Nevada
$291K
FSCM
2069
Front Street Capital Management
Montana
$291K
WDG
2070
Wealth Dimensions Group
Ohio
$291K
TNBTD
2071
Trustmark National Bank Trust Department
Mississippi
$291K
NG
2072
Northstar Group
New York
$291K
SIC
2073
SFE Investment Counsel
California
$291K
SNWA
2074
Siligmueller & Norvid Wealth Advisors
Illinois
$290K
MG
2075
Marex Group
$289K