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Wells Fargo

2,601 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,056 increasing their positions, 941 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.03B
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
FWM
2126
Finer Wealth Management
Massachusetts
$271K
HPM
2127
Hoxton Planning & Management
West Virginia
$270K
NWA
2128
Navis Wealth Advisors
New York
$270K
BWM
2129
BNC Wealth Management
Oregon
$270K
PCM
2130
Penserra Capital Management
California
$269K
MTIC
2131
Missouri Trust & Investment Company
Missouri
$269K
API
2132
Asset Planning Inc
California
$268K
HGWM
2133
Horst & Graben Wealth Management
Oregon
$268K
CIA
2134
Caledonia Investments (Australia)
Australia
$268K
PCA
2135
Prosperity Capital Advisors
Ohio
$267K
BAM
2136
Brave Asset Management
New Jersey
$267K
GWM
2137
Greenwich Wealth Management
Connecticut
$267K
KOMWMG
2138
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$267K
BW
2139
Blalock Williams
Alabama
$266K
FWM
2140
Forza Wealth Management
Florida
$265K
PFM
2141
Patton Fund Management
Texas
$265K
PCH
2142
PGIM Custom Harvest
New Jersey
$265K
AP
2143
Atwood & Palmer
Missouri
$265K
JWS
2144
Juncture Wealth Strategies
Arizona
$264K
RIM
2145
Redwood Investment Management
Arizona
$264K
IA
2146
IFC Advisors
California
$264K
BFC
2147
Blue Fin Capital
Rhode Island
$263K
SPF
2148
South Plains Financial
Texas
$263K
AA
2149
Apriem Advisors
California
$263K
GAM
2150
Grandview Asset Management
Pennsylvania
$262K