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Wells Fargo

2,619 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, 1,064 increasing their positions, 950 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.81% less ownership

Funds ownership: 76.29%74.47% (-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
2,619
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
TAFW
2101
Tred Avon Family Wealth
Maryland
$285K
CAM
2102
Cozad Asset Management
Illinois
$285K
TFA
2103
Tobias Financial Advisors
Florida
$284K
CAM
2104
Claret Asset Management
Quebec, Canada
$282K
FM
2105
Foster & Motley
Ohio
$282K
SWRP
2106
Summit Wealth & Retirement Planning
California
$282K
EIA
2107
Edgemoor Investment Advisors
Maryland
$281K
WF
2108
Whelan Financial
California
$281K
IFA
2109
Index Fund Advisors
California
$281K
ETS
2110
ESL Trust Services
New York
$281K
PSP
2111
Pacific Sage Partners
Washington
$280K
DP
2112
Denver PWM
Colorado
$280K
EFG
2113
Embree Financial Group
Illinois
$279K
CPCP
2114
Cedar Point Capital Partners
Iowa
$279K
CA
2115
Crewe Advisors
Utah
$278K
CFA
2116
Capstone Financial Advisors
Illinois
$278K
VC
2117
Veery Capital
Delaware
$278K
TAP
2118
Tounjian Advisory Partners
Florida
$278K
TWP
2119
Tempus Wealth Planning
California
$278K
WCM
2120
Washington Capital Management
Washington
$277K
YWM
2121
Yukon Wealth Management
Kansas
$276K
HA
2122
HC Advisors
Georgia
$275K
AWA
2123
Acorn Wealth Advisors
Michigan
$275K
UCB
2124
United Community Bank
South Carolina
$275K
BFM
2125
Boothbay Fund Management
New York
$275K