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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
ABLA
2051
Alan B. Lancz & Associates
Ohio
$319K
CNB
2052
Camden National Bank
Maine
$318K
BC
2053
Brio Consultants
California
$318K
AWC
2054
Abundance Wealth Counselors
Pennsylvania
$318K
MBTD
2055
Mechanics Bank - Trust Department
California
$317K
SWIG
2056
Strategic Wealth Investment Group
Kentucky
$317K
FFC
2057
Frederick Financial Consultants
Maryland
$317K
GSF
2058
Grove Street Fiduciary
New Hampshire
$316K
FHA
2059
Flagship Harbor Advisors
Massachusetts
$315K
ACP
2060
Aviance Capital Partners
Florida
$314K
FSA
2061
Financial Security Advisor
Virginia
$313K
IWA
2062
IBEX Wealth Advisors
New Jersey
$313K
XSC
2063
X-Square Capital
Puerto Rico
$312K
SWA
2064
SFMG Wealth Advisors
Texas
$312K
CS
2065
Capital Square
Tennessee
$312K
AWA
2066
A4 Wealth Advisors
North Carolina
$311K
RWM
2067
Riverbend Wealth Management
South Carolina
$309K
BMO
2068
Beck Mack & Oliver
New York
$309K
EWM
2069
Endowment Wealth Management
Wisconsin
$308K
OWA
2070
Outlook Wealth Advisors
Texas
$307K
MWA
2071
Motive Wealth Advisors
Michigan
$307K
COFSG
2072
Carbahal Olsen Financial Services Group
California
$307K
CF
2073
Convergence Financial
Missouri
$307K
OPWM
2074
Oregon Pacific Wealth Management
Oregon
$307K
RA
2075
Rise Advisors
New York
$306K