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Wells Fargo

2,641 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, 1,075 increasing their positions, 959 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: 76.3%74.54% (-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
2,641
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
DP
2126
Denver PWM
Colorado
$280K
EFG
2127
Embree Financial Group
Illinois
$279K
CPCP
2128
Cedar Point Capital Partners
Iowa
$279K
CA
2129
Crewe Advisors
Utah
$278K
CFA
2130
Capstone Financial Advisors
Illinois
$278K
VC
2131
Veery Capital
Delaware
$278K
TAP
2132
Tounjian Advisory Partners
Florida
$278K
TWP
2133
Tempus Wealth Planning
California
$278K
WCM
2134
Washington Capital Management
Washington
$277K
YWM
2135
Yukon Wealth Management
Kansas
$276K
HA
2136
HC Advisors
Georgia
$275K
AWA
2137
Acorn Wealth Advisors
Michigan
$275K
UCB
2138
United Community Bank
South Carolina
$275K
BFM
2139
Boothbay Fund Management
New York
$275K
SC
2140
SummitTX Capital
Texas
$275K
HC
2141
Hara Capital
Washington
$274K
VCM
2142
Vivaldi Capital Management
Illinois
$274K
GIA
2143
Guyasuta Investment Advisors
Pennsylvania
$273K
AG
2144
AmeriFlex Group
Nevada
$273K
RC
2145
Rovin Capital
Arizona
$273K
PCMC
2146
Paragon Capital Management (Colorado)
Colorado
$273K
OTL
2147
Oak Thistle LLC
New York
$273K
BIG
2148
Builder Investment Group
Georgia
$272K
SPI
2149
Sutton Place Investors
New York
$272K
HWA
2150
Heartwood Wealth Advisors
Virginia
$272K