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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
MA
2076
MJP Associates
Connecticut
$306K
HFA
2077
Hutchinson Financial Advisors
Virginia
$306K
GCP
2078
GSA Capital Partners
United Kingdom
$306K
LWA
2079
Lifelong Wealth Advisors
Minnesota
$304K
BFO
2080
Boston Family Office
Massachusetts
$304K
PCM
2081
Princeton Capital Management
New Jersey
$304K
FCG
2082
Financial Connections Group
California
$303K
MCWA
2083
Meadow Creek Wealth Advisors
Georgia
$303K
BFA
2084
Beaumont Financial Advisors
Massachusetts
$301K
HWMO
2085
Heritage Wealth Management (Ohio)
Ohio
$300K
CTWM
2086
Cherry Tree Wealth Management
Minnesota
$300K
EWS
2087
Eagle Wealth Strategies
New Jersey
$299K
PPWM
2088
Paragon Private Wealth Management
Kentucky
$298K
FOA
2089
Five Oceans Advisors
California
$297K
WI
2090
Wedgewood Investors
Pennsylvania
$297K
FFA
2091
Fi3 Financial Advisors
Indiana
$297K
B
2092
BetterWealth
California
$297K
CWA
2093
Consilio Wealth Advisors
Washington
$296K
SIC
2094
SJS Investment Consulting
Ohio
$295K
SCG
2095
Sonata Capital Group
Washington
$295K
SFC
2096
Sprinkle Financial Consultants
Colorado
$294K
CIS
2097
Custom Index Systems
New York
$293K
PAG
2098
Powers Advisory Group
Illinois
$293K
MWM
2099
McMill Wealth Management
Nebraska
$293K
BWP
2100
BSW Wealth Partners
Colorado
$292K