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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
PPWM
2076
Paragon Private Wealth Management
Kentucky
$298K
FOA
2077
Five Oceans Advisors
California
$297K
WI
2078
Wedgewood Investors
Pennsylvania
$297K
FFA
2079
Fi3 Financial Advisors
Indiana
$297K
B
2080
BetterWealth
California
$297K
CWA
2081
Consilio Wealth Advisors
Washington
$296K
SIC
2082
SJS Investment Consulting
Ohio
$295K
SCG
2083
Sonata Capital Group
Washington
$295K
SFC
2084
Sprinkle Financial Consultants
Colorado
$294K
CIS
2085
Custom Index Systems
New York
$293K
PAG
2086
Powers Advisory Group
Illinois
$293K
MWM
2087
McMill Wealth Management
Nebraska
$293K
BWP
2088
BSW Wealth Partners
Colorado
$292K
NWA
2089
New World Advisors
Massachusetts
$291K
PCMN
2090
Paradigm Capital Management (Nevada)
Nevada
$291K
FSCM
2091
Front Street Capital Management
Montana
$291K
WDG
2092
Wealth Dimensions Group
Ohio
$291K
TNBTD
2093
Trustmark National Bank Trust Department
Mississippi
$291K
NG
2094
Northstar Group
New York
$291K
SIC
2095
SFE Investment Counsel
California
$291K
SNWA
2096
Siligmueller & Norvid Wealth Advisors
Illinois
$290K
MG
2097
Marex Group
$289K
DOA
2098
D'Orazio & Associates
Virginia
$288K
SCA
2099
Sandy Cove Advisors
Massachusetts
$287K
TC
2100
Trilogy Capital
California
$287K