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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
DOA
2076
D'Orazio & Associates
Virginia
$288K
SCA
2077
Sandy Cove Advisors
Massachusetts
$287K
TC
2078
Trilogy Capital
California
$287K
HBW
2079
Hazlett, Burt & Watson
West Virginia
$287K
CGH
2080
CMG Global Holdings
Texas
$287K
LWM
2081
Lionshead Wealth Management
New York
$287K
SFS
2082
Strategic Financial Services
New York
$287K
LI
2083
LifeWealth Investments
Florida
$286K
CAL
2084
Capital Advisors Ltd
Ohio
$285K
TAFW
2085
Tred Avon Family Wealth
Maryland
$285K
CAM
2086
Cozad Asset Management
Illinois
$285K
TFA
2087
Tobias Financial Advisors
Florida
$284K
CAM
2088
Claret Asset Management
Quebec, Canada
$282K
FM
2089
Foster & Motley
Ohio
$282K
SWRP
2090
Summit Wealth & Retirement Planning
California
$282K
EIA
2091
Edgemoor Investment Advisors
Maryland
$281K
WF
2092
Whelan Financial
California
$281K
IFA
2093
Index Fund Advisors
California
$281K
ETS
2094
ESL Trust Services
New York
$281K
PSP
2095
Pacific Sage Partners
Washington
$280K
DP
2096
Denver PWM
Colorado
$280K
EFG
2097
Embree Financial Group
Illinois
$279K
CPCP
2098
Cedar Point Capital Partners
Iowa
$279K
CA
2099
Crewe Advisors
Utah
$278K
CFA
2100
Capstone Financial Advisors
Illinois
$278K