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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
HFAS
2151
Hummer Financial Advisory Services
Illinois
$262K
RFN
2152
RDA Financial Network
Iowa
$261K
HWM
2153
Hemington Wealth Management
Virginia
$261K
EI
2154
Ellevest Inc
New York
$261K
NCTC
2155
New Covenant Trust Company
Indiana
$260K
OC
2156
Oakworth Capital
Alabama
$260K
NCMW
2157
Northern Capital Management (Washington)
Washington
$259K
SWM
2158
Sculati Wealth Management
Michigan
$258K
AWA
2159
AGH Wealth Advisors
Kansas
$258K
BBA
2160
Braun-Bostich & Associates
Pennsylvania
$258K
JWM
2161
Jessup Wealth Management
Ohio
$258K
CCFM
2162
Clear Creek Financial Management
Washington
$257K
IPWA
2163
International Private Wealth Advisors
California
$257K
WRPWM
2164
Werba Rubin Papier Wealth Management
California
$256K
CA
2165
Cannon Advisors
North Carolina
$256K
LS
2166
Leelyn Smith
Illinois
$256K
ARG
2167
Advisory Resource Group
Oklahoma
$255K
TF
2168
Tompkins Financial
New York
$255K
AT
2169
Avalon Trust
New Mexico
$255K
CCA
2170
Catalyst Capital Advisors
New York
$255K
SHWM
2171
Smith & Howard Wealth Management
Georgia
$255K
CFS
2172
Compass Financial Services
Iowa
$255K
SCA
2173
Scott Capital Advisors
Oregon
$254K
DFG
2174
Demars Financial Group
Washington
$253K
IAS
2175
Investment Advisory Services
Texas
$253K