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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
SHWM
2201
Smith & Howard Wealth Management
Georgia
$255K
CFS
2202
Compass Financial Services
Iowa
$255K
SCA
2203
Scott Capital Advisors
Oregon
$254K
DFG
2204
Demars Financial Group
Washington
$253K
IAS
2205
Investment Advisory Services
Texas
$253K
CWA
2206
Canvas Wealth Advisors
Kansas
$253K
RIM
2207
RW Investment Management
Idaho
$253K
FA
2208
Fiducient Advisors
Illinois
$252K
CAM
2209
CPA Asset Management
Florida
$252K
TIP
2210
Torray Investment Partners
Maryland
$251K
AI
2211
AXS Investments
New York
$251K
JGIA
2212
Jackson Grant Investment Advisers
Connecticut
$251K
JWM
2213
JPL Wealth Management
Colorado
$251K
NC
2214
North Capital
Utah
$250K
SWA
2215
SOA Wealth Advisors
New York
$250K
KCP
2216
Kera Capital Partners
California
$249K
GWP
2217
Gen-Wealth Partners
Michigan
$249K
GFG
2218
Goldstone Financial Group
Illinois
$249K
IF
2219
Ironwood Financial
Arizona
$249K
DIP
2220
Davis Investment Partners
North Carolina
$249K
DWM
2221
DecisionMap Wealth Management
Virginia
$249K
WSWA
2222
Warren Street Wealth Advisors
California
$249K
TDC
2223
Thompson Davis & Co
Virginia
$248K
PCP
2224
Panoramic Capital Partners
Oregon
$248K
OHWP
2225
Oak Harbor Wealth Partners
North Carolina
$248K