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Wells Fargo

2,646 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, 1,076 increasing their positions, 963 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: 76.31%74.55% (-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
2,646
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
OTL
2151
Oak Thistle LLC
New York
$273K
BIG
2152
Builder Investment Group
Georgia
$272K
SPI
2153
Sutton Place Investors
New York
$272K
HWA
2154
Heartwood Wealth Advisors
Virginia
$272K
GWM
2155
GDS Wealth Management
Texas
$272K
AWA
2156
Aletheian Wealth Advisors
Washington
$271K
NPT
2157
Nixon Peabody Trust
Massachusetts
$271K
MHC
2158
May Hill Capital
Massachusetts
$271K
UBG
2159
United Bank (Georgia)
Georgia
$271K
FWM
2160
Finer Wealth Management
Massachusetts
$271K
HPM
2161
Hoxton Planning & Management
West Virginia
$270K
NWA
2162
Navis Wealth Advisors
New York
$270K
BWM
2163
BNC Wealth Management
Oregon
$270K
PCM
2164
Penserra Capital Management
California
$269K
MTIC
2165
Missouri Trust & Investment Company
Missouri
$269K
API
2166
Asset Planning Inc
California
$268K
HGWM
2167
Horst & Graben Wealth Management
Oregon
$268K
CIA
2168
Caledonia Investments (Australia)
Australia
$268K
PCA
2169
Prosperity Capital Advisors
Ohio
$267K
BAM
2170
Brave Asset Management
New Jersey
$267K
GWM
2171
Greenwich Wealth Management
Connecticut
$267K
KOMWMG
2172
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$267K
BW
2173
Blalock Williams
Alabama
$266K
FWM
2174
Forza Wealth Management
Florida
$265K
PFM
2175
Patton Fund Management
Texas
$265K