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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
PCA
2151
Prosperity Capital Advisors
Ohio
$267K
BAM
2152
Brave Asset Management
New Jersey
$267K
GWM
2153
Greenwich Wealth Management
Connecticut
$267K
KOMWMG
2154
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$267K
BW
2155
Blalock Williams
Alabama
$266K
FWM
2156
Forza Wealth Management
Florida
$265K
PFM
2157
Patton Fund Management
Texas
$265K
PCH
2158
PGIM Custom Harvest
New Jersey
$265K
AP
2159
Atwood & Palmer
Missouri
$265K
JWS
2160
Juncture Wealth Strategies
Arizona
$264K
RIM
2161
Redwood Investment Management
Arizona
$264K
IA
2162
IFC Advisors
California
$264K
BFC
2163
Blue Fin Capital
Rhode Island
$263K
SPF
2164
South Plains Financial
Texas
$263K
AA
2165
Apriem Advisors
California
$263K
GAM
2166
Grandview Asset Management
Pennsylvania
$262K
HFAS
2167
Hummer Financial Advisory Services
Illinois
$262K
RFN
2168
RDA Financial Network
Iowa
$261K
HWM
2169
Hemington Wealth Management
Virginia
$261K
EI
2170
Ellevest Inc
New York
$261K
NCTC
2171
New Covenant Trust Company
Indiana
$260K
OC
2172
Oakworth Capital
Alabama
$260K
NCMW
2173
Northern Capital Management (Washington)
Washington
$259K
SWM
2174
Sculati Wealth Management
Michigan
$258K
AWA
2175
AGH Wealth Advisors
Kansas
$258K