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Wells Fargo

2,601 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,056 increasing their positions, 941 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.03B
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
USWIA
2201
UP Strategic Wealth Investment Advisors
Pennsylvania
$246K
NB
2202
Northwest Bancshares
Pennsylvania
$246K
PWA
2203
Phoenix Wealth Advisors
North Carolina
$246K
KL
2204
KWMG LLC
Kansas
$246K
BSB
2205
Bangor Savings Bank
Maine
$246K
BOH
2206
Bank of Hawaii
Hawaii
$246K
CSB
2207
City State Bank
Iowa
$246K
HCM
2208
Hengehold Capital Management
Ohio
$245K
HPBT
2209
Hickory Point Bank & Trust
Illinois
$243K
TLFA
2210
True Link Financial Advisors
California
$243K
GGS
2211
Galvin Gaustad & Stein
Arizona
$242K
FC
2212
Fusion Capital
South Carolina
$242K
SFG
2213
Sunburst Financial Group
Alabama
$242K
WWM
2214
WT Wealth Management
Arizona
$242K
WI
2215
WBI Investments
New Jersey
$240K
NC
2216
NewSquare Capital
Pennsylvania
$240K
IP
2217
Investment Partners
Ohio
$240K
OCM
2218
Orion Capital Management
California
$240K
EWA
2219
Emergent Wealth Advisors
New York
$239K
MFF
2220
Michels Family Financial
Texas
$239K
IWN
2221
Independent Wealth Network
Iowa
$239K
SPA
2222
Sherbrooke Park Advisers
New York
$238K
HFS
2223
Howard Financial Services
Texas
$238K
SP
2224
Symmetry Partners
Connecticut
$237K
UAG
2225
United Advisor Group
Ohio
$237K