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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
CAM
2201
CPA Asset Management
Florida
$252K
TIP
2202
Torray Investment Partners
Maryland
$251K
AI
2203
AXS Investments
New York
$251K
JGIA
2204
Jackson Grant Investment Advisers
Connecticut
$251K
JWM
2205
JPL Wealth Management
Colorado
$251K
NC
2206
North Capital
Utah
$250K
SWA
2207
SOA Wealth Advisors
New York
$250K
KCP
2208
Kera Capital Partners
California
$249K
GWP
2209
Gen-Wealth Partners
Michigan
$249K
GFG
2210
Goldstone Financial Group
Illinois
$249K
IF
2211
Ironwood Financial
Arizona
$249K
DIP
2212
Davis Investment Partners
North Carolina
$249K
DWM
2213
DecisionMap Wealth Management
Virginia
$249K
WSWA
2214
Warren Street Wealth Advisors
California
$249K
TDC
2215
Thompson Davis & Co
Virginia
$248K
PCP
2216
Panoramic Capital Partners
Oregon
$248K
OHWP
2217
Oak Harbor Wealth Partners
North Carolina
$248K
MAM
2218
McLean Asset Management
Virginia
$248K
FMN
2219
Financial Management Network
California
$248K
NLP
2220
Next Level Private
New York
$247K
CCM
2221
Cinctive Capital Management
New York
$247K
UFA
2222
Uptown Financial Advisors
Texas
$246K
USWIA
2223
UP Strategic Wealth Investment Advisors
Pennsylvania
$246K
NB
2224
Northwest Bancshares
Pennsylvania
$246K
PWA
2225
Phoenix Wealth Advisors
North Carolina
$246K