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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
PCH
2176
PGIM Custom Harvest
New Jersey
$265K
AP
2177
Atwood & Palmer
Missouri
$265K
JWS
2178
Juncture Wealth Strategies
Arizona
$264K
RIM
2179
Redwood Investment Management
Arizona
$264K
IA
2180
IFC Advisors
California
$264K
BFC
2181
Blue Fin Capital
Rhode Island
$263K
SPF
2182
South Plains Financial
Texas
$263K
AA
2183
Apriem Advisors
California
$263K
GAM
2184
Grandview Asset Management
Pennsylvania
$262K
HFAS
2185
Hummer Financial Advisory Services
Illinois
$262K
RFN
2186
RDA Financial Network
Iowa
$261K
HWM
2187
Hemington Wealth Management
Virginia
$261K
EI
2188
Ellevest Inc
New York
$261K
NCTC
2189
New Covenant Trust Company
Indiana
$260K
OC
2190
Oakworth Capital
Alabama
$260K
NCMW
2191
Northern Capital Management (Washington)
Washington
$259K
SWM
2192
Sculati Wealth Management
Michigan
$258K
AWA
2193
AGH Wealth Advisors
Kansas
$258K
BBA
2194
Braun-Bostich & Associates
Pennsylvania
$258K
JWM
2195
Jessup Wealth Management
Ohio
$258K
CCFM
2196
Clear Creek Financial Management
Washington
$257K
IPWA
2197
International Private Wealth Advisors
California
$257K
WRPWM
2198
Werba Rubin Papier Wealth Management
California
$256K
CA
2199
Cannon Advisors
North Carolina
$256K
LS
2200
Leelyn Smith
Illinois
$256K