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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
BWM
2151
BNC Wealth Management
Oregon
$270K
PCM
2152
Penserra Capital Management
California
$269K
MTIC
2153
Missouri Trust & Investment Company
Missouri
$269K
API
2154
Asset Planning Inc
California
$268K
HGWM
2155
Horst & Graben Wealth Management
Oregon
$268K
CIA
2156
Caledonia Investments (Australia)
Australia
$268K
PCA
2157
Prosperity Capital Advisors
Ohio
$267K
BAM
2158
Brave Asset Management
New Jersey
$267K
GWM
2159
Greenwich Wealth Management
Connecticut
$267K
KOMWMG
2160
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$267K
BW
2161
Blalock Williams
Alabama
$266K
FWM
2162
Forza Wealth Management
Florida
$265K
PFM
2163
Patton Fund Management
Texas
$265K
PCH
2164
PGIM Custom Harvest
New Jersey
$265K
AP
2165
Atwood & Palmer
Missouri
$265K
JWS
2166
Juncture Wealth Strategies
Arizona
$264K
RIM
2167
Redwood Investment Management
Arizona
$264K
IA
2168
IFC Advisors
California
$264K
BFC
2169
Blue Fin Capital
Rhode Island
$263K
SPF
2170
South Plains Financial
Texas
$263K
AA
2171
Apriem Advisors
California
$263K
GAM
2172
Grandview Asset Management
Pennsylvania
$262K
HFAS
2173
Hummer Financial Advisory Services
Illinois
$262K
RFN
2174
RDA Financial Network
Iowa
$261K
HWM
2175
Hemington Wealth Management
Virginia
$261K