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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
KCP
2201
Kera Capital Partners
California
$249K
GWP
2202
Gen-Wealth Partners
Michigan
$249K
GFG
2203
Goldstone Financial Group
Illinois
$249K
IF
2204
Ironwood Financial
Arizona
$249K
DIP
2205
Davis Investment Partners
North Carolina
$249K
DWM
2206
DecisionMap Wealth Management
Virginia
$249K
WSWA
2207
Warren Street Wealth Advisors
California
$249K
TDC
2208
Thompson Davis & Co
Virginia
$248K
PCP
2209
Panoramic Capital Partners
Oregon
$248K
OHWP
2210
Oak Harbor Wealth Partners
North Carolina
$248K
MAM
2211
McLean Asset Management
Virginia
$248K
FMN
2212
Financial Management Network
California
$248K
NLP
2213
Next Level Private
New York
$247K
CCM
2214
Cinctive Capital Management
New York
$247K
UFA
2215
Uptown Financial Advisors
Texas
$246K
USWIA
2216
UP Strategic Wealth Investment Advisors
Pennsylvania
$246K
NB
2217
Northwest Bancshares
Pennsylvania
$246K
PWA
2218
Phoenix Wealth Advisors
North Carolina
$246K
KL
2219
KWMG LLC
Kansas
$246K
BSB
2220
Bangor Savings Bank
Maine
$246K
BOH
2221
Bank of Hawaii
Hawaii
$246K
CSB
2222
City State Bank
Iowa
$246K
HCM
2223
Hengehold Capital Management
Ohio
$245K
HPBT
2224
Hickory Point Bank & Trust
Illinois
$243K
TLFA
2225
True Link Financial Advisors
California
$243K