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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: $ → $

1.8% less ownership

Funds ownership: 76.3%74.5% (-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
HBW
2101
Hazlett, Burt & Watson
West Virginia
$287K
CGH
2102
CMG Global Holdings
Texas
$287K
LWM
2103
Lionshead Wealth Management
New York
$287K
SFS
2104
Strategic Financial Services
New York
$287K
LI
2105
LifeWealth Investments
Florida
$286K
CAL
2106
Capital Advisors Ltd
Ohio
$285K
TAFW
2107
Tred Avon Family Wealth
Maryland
$285K
CAM
2108
Cozad Asset Management
Illinois
$285K
TFA
2109
Tobias Financial Advisors
Florida
$284K
CAM
2110
Claret Asset Management
Quebec, Canada
$282K
FM
2111
Foster & Motley
Ohio
$282K
SWRP
2112
Summit Wealth & Retirement Planning
California
$282K
EIA
2113
Edgemoor Investment Advisors
Maryland
$281K
WF
2114
Whelan Financial
California
$281K
IFA
2115
Index Fund Advisors
California
$281K
ETS
2116
ESL Trust Services
New York
$281K
PSP
2117
Pacific Sage Partners
Washington
$280K
DP
2118
Denver PWM
Colorado
$280K
EFG
2119
Embree Financial Group
Illinois
$279K
CPCP
2120
Cedar Point Capital Partners
Iowa
$279K
CA
2121
Crewe Advisors
Utah
$278K
CFA
2122
Capstone Financial Advisors
Illinois
$278K
VC
2123
Veery Capital
Delaware
$278K
TAP
2124
Tounjian Advisory Partners
Florida
$278K
TWP
2125
Tempus Wealth Planning
California
$278K