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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
WCM
2126
Washington Capital Management
Washington
$277K
YWM
2127
Yukon Wealth Management
Kansas
$276K
HA
2128
HC Advisors
Georgia
$275K
AWA
2129
Acorn Wealth Advisors
Michigan
$275K
UCB
2130
United Community Bank
South Carolina
$275K
BFM
2131
Boothbay Fund Management
New York
$275K
SC
2132
SummitTX Capital
Texas
$275K
HC
2133
Hara Capital
Washington
$274K
VCM
2134
Vivaldi Capital Management
Illinois
$274K
GIA
2135
Guyasuta Investment Advisors
Pennsylvania
$273K
AG
2136
AmeriFlex Group
Nevada
$273K
RC
2137
Rovin Capital
Arizona
$273K
PCMC
2138
Paragon Capital Management (Colorado)
Colorado
$273K
OTL
2139
Oak Thistle LLC
New York
$273K
BIG
2140
Builder Investment Group
Georgia
$272K
SPI
2141
Sutton Place Investors
New York
$272K
HWA
2142
Heartwood Wealth Advisors
Virginia
$272K
GWM
2143
GDS Wealth Management
Texas
$272K
AWA
2144
Aletheian Wealth Advisors
Washington
$271K
NPT
2145
Nixon Peabody Trust
Massachusetts
$271K
MHC
2146
May Hill Capital
Massachusetts
$271K
UBG
2147
United Bank (Georgia)
Georgia
$271K
FWM
2148
Finer Wealth Management
Massachusetts
$271K
HPM
2149
Hoxton Planning & Management
West Virginia
$270K
NWA
2150
Navis Wealth Advisors
New York
$270K