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Wells Fargo

2,641 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, 1,075 increasing their positions, 959 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: 76.3%74.54% (-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
2,641
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
IA
2176
IFC Advisors
California
$264K
BFC
2177
Blue Fin Capital
Rhode Island
$263K
SPF
2178
South Plains Financial
Texas
$263K
AA
2179
Apriem Advisors
California
$263K
GAM
2180
Grandview Asset Management
Pennsylvania
$262K
HFAS
2181
Hummer Financial Advisory Services
Illinois
$262K
RFN
2182
RDA Financial Network
Iowa
$261K
HWM
2183
Hemington Wealth Management
Virginia
$261K
EI
2184
Ellevest Inc
New York
$261K
NCTC
2185
New Covenant Trust Company
Indiana
$260K
OC
2186
Oakworth Capital
Alabama
$260K
NCMW
2187
Northern Capital Management (Washington)
Washington
$259K
SWM
2188
Sculati Wealth Management
Michigan
$258K
AWA
2189
AGH Wealth Advisors
Kansas
$258K
BBA
2190
Braun-Bostich & Associates
Pennsylvania
$258K
JWM
2191
Jessup Wealth Management
Ohio
$258K
CCFM
2192
Clear Creek Financial Management
Washington
$257K
IPWA
2193
International Private Wealth Advisors
California
$257K
WRPWM
2194
Werba Rubin Papier Wealth Management
California
$256K
CA
2195
Cannon Advisors
North Carolina
$256K
LS
2196
Leelyn Smith
Illinois
$256K
ARG
2197
Advisory Resource Group
Oklahoma
$255K
TF
2198
Tompkins Financial
New York
$255K
AT
2199
Avalon Trust
New Mexico
$255K
CCA
2200
Catalyst Capital Advisors
New York
$255K