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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
CWA
2176
Canvas Wealth Advisors
Kansas
$253K
RIM
2177
RW Investment Management
Idaho
$253K
FA
2178
Fiducient Advisors
Illinois
$252K
CAM
2179
CPA Asset Management
Florida
$252K
TIP
2180
Torray Investment Partners
Maryland
$251K
AI
2181
AXS Investments
New York
$251K
JGIA
2182
Jackson Grant Investment Advisers
Connecticut
$251K
JWM
2183
JPL Wealth Management
Colorado
$251K
NC
2184
North Capital
Utah
$250K
SWA
2185
SOA Wealth Advisors
New York
$250K
KCP
2186
Kera Capital Partners
California
$249K
GWP
2187
Gen-Wealth Partners
Michigan
$249K
GFG
2188
Goldstone Financial Group
Illinois
$249K
IF
2189
Ironwood Financial
Arizona
$249K
DIP
2190
Davis Investment Partners
North Carolina
$249K
DWM
2191
DecisionMap Wealth Management
Virginia
$249K
WSWA
2192
Warren Street Wealth Advisors
California
$249K
TDC
2193
Thompson Davis & Co
Virginia
$248K
PCP
2194
Panoramic Capital Partners
Oregon
$248K
OHWP
2195
Oak Harbor Wealth Partners
North Carolina
$248K
MAM
2196
McLean Asset Management
Virginia
$248K
FMN
2197
Financial Management Network
California
$248K
NLP
2198
Next Level Private
New York
$247K
CCM
2199
Cinctive Capital Management
New York
$247K
UFA
2200
Uptown Financial Advisors
Texas
$246K