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