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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
XSC
2051
X-Square Capital
Puerto Rico
$312K
SWA
2052
SFMG Wealth Advisors
Texas
$312K
CS
2053
Capital Square
Tennessee
$312K
AWA
2054
A4 Wealth Advisors
North Carolina
$311K
RWM
2055
Riverbend Wealth Management
South Carolina
$309K
BMO
2056
Beck Mack & Oliver
New York
$309K
EWM
2057
Endowment Wealth Management
Wisconsin
$308K
OWA
2058
Outlook Wealth Advisors
Texas
$307K
MWA
2059
Motive Wealth Advisors
Michigan
$307K
COFSG
2060
Carbahal Olsen Financial Services Group
California
$307K
CF
2061
Convergence Financial
Missouri
$307K
OPWM
2062
Oregon Pacific Wealth Management
Oregon
$307K
RA
2063
Rise Advisors
New York
$306K
MA
2064
MJP Associates
Connecticut
$306K
HFA
2065
Hutchinson Financial Advisors
Virginia
$306K
GCP
2066
GSA Capital Partners
United Kingdom
$306K
LWA
2067
Lifelong Wealth Advisors
Minnesota
$304K
BFO
2068
Boston Family Office
Massachusetts
$304K
PCM
2069
Princeton Capital Management
New Jersey
$304K
FCG
2070
Financial Connections Group
California
$303K
MCWA
2071
Meadow Creek Wealth Advisors
Georgia
$303K
BFA
2072
Beaumont Financial Advisors
Massachusetts
$301K
HWMO
2073
Heritage Wealth Management (Ohio)
Ohio
$300K
CTWM
2074
Cherry Tree Wealth Management
Minnesota
$300K
EWS
2075
Eagle Wealth Strategies
New Jersey
$299K