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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
EI
2176
Ellevest Inc
New York
$261K
NCTC
2177
New Covenant Trust Company
Indiana
$260K
OC
2178
Oakworth Capital
Alabama
$260K
NCMW
2179
Northern Capital Management (Washington)
Washington
$259K
SWM
2180
Sculati Wealth Management
Michigan
$258K
AWA
2181
AGH Wealth Advisors
Kansas
$258K
BBA
2182
Braun-Bostich & Associates
Pennsylvania
$258K
JWM
2183
Jessup Wealth Management
Ohio
$258K
CCFM
2184
Clear Creek Financial Management
Washington
$257K
IPWA
2185
International Private Wealth Advisors
California
$257K
WRPWM
2186
Werba Rubin Papier Wealth Management
California
$256K
CA
2187
Cannon Advisors
North Carolina
$256K
LS
2188
Leelyn Smith
Illinois
$256K
ARG
2189
Advisory Resource Group
Oklahoma
$255K
TF
2190
Tompkins Financial
New York
$255K
AT
2191
Avalon Trust
New Mexico
$255K
CCA
2192
Catalyst Capital Advisors
New York
$255K
SHWM
2193
Smith & Howard Wealth Management
Georgia
$255K
CFS
2194
Compass Financial Services
Iowa
$255K
SCA
2195
Scott Capital Advisors
Oregon
$254K
DFG
2196
Demars Financial Group
Washington
$253K
IAS
2197
Investment Advisory Services
Texas
$253K
CWA
2198
Canvas Wealth Advisors
Kansas
$253K
RIM
2199
RW Investment Management
Idaho
$253K
FA
2200
Fiducient Advisors
Illinois
$252K