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Wells Fargo

2,618 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, 949 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:

1.82% 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
2,618
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
JWM
2176
Jessup Wealth Management
Ohio
$258K
CCFM
2177
Clear Creek Financial Management
Washington
$257K
IPWA
2178
International Private Wealth Advisors
California
$257K
WRPWM
2179
Werba Rubin Papier Wealth Management
California
$256K
CA
2180
Cannon Advisors
North Carolina
$256K
LS
2181
Leelyn Smith
Illinois
$256K
ARG
2182
Advisory Resource Group
Oklahoma
$255K
TF
2183
Tompkins Financial
New York
$255K
AT
2184
Avalon Trust
New Mexico
$255K
CCA
2185
Catalyst Capital Advisors
New York
$255K
SHWM
2186
Smith & Howard Wealth Management
Georgia
$255K
CFS
2187
Compass Financial Services
Iowa
$255K
SCA
2188
Scott Capital Advisors
Oregon
$254K
DFG
2189
Demars Financial Group
Washington
$253K
IAS
2190
Investment Advisory Services
Texas
$253K
CWA
2191
Canvas Wealth Advisors
Kansas
$253K
RIM
2192
RW Investment Management
Idaho
$253K
FA
2193
Fiducient Advisors
Illinois
$252K
CAM
2194
CPA Asset Management
Florida
$252K
TIP
2195
Torray Investment Partners
Maryland
$251K
AI
2196
AXS Investments
New York
$251K
JGIA
2197
Jackson Grant Investment Advisers
Connecticut
$251K
JWM
2198
JPL Wealth Management
Colorado
$251K
NC
2199
North Capital
Utah
$250K
SWA
2200
SOA Wealth Advisors
New York
$250K