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Wells Fargo

2,617 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,063 increasing their positions, 948 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:

1.73% less ownership

Funds ownership: 76.2%74.47% (-1.7%)

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
2,617
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
FC
2226
Fusion Capital
South Carolina
$242K
SFG
2227
Sunburst Financial Group
Alabama
$242K
WWM
2228
WT Wealth Management
Arizona
$242K
WI
2229
WBI Investments
New Jersey
$240K
NC
2230
NewSquare Capital
Pennsylvania
$240K
IP
2231
Investment Partners
Ohio
$240K
OCM
2232
Orion Capital Management
California
$240K
EWA
2233
Emergent Wealth Advisors
New York
$239K
MFF
2234
Michels Family Financial
Texas
$239K
IWN
2235
Independent Wealth Network
Iowa
$239K
SPA
2236
Sherbrooke Park Advisers
New York
$238K
HFS
2237
Howard Financial Services
Texas
$238K
SP
2238
Symmetry Partners
Connecticut
$237K
UAG
2239
United Advisor Group
Ohio
$237K
PIA
2240
Powell Investment Advisors
Florida
$236K
GA
2241
Goldstein Advisors
Wisconsin
$235K
ERWM
2242
Elk River Wealth Management
Colorado
$235K
WIC
2243
Willis Investment Counsel
Georgia
$235K
OP
2244
ORG Partners
Indiana
$234K
AFS
2245
Axiom Financial Strategies
Indiana
$234K
FRM
2246
Fox Run Management
Connecticut
$233K
WAS
2247
Winch Advisory Services
Wisconsin
$233K
TPWA
2248
Twin Peaks Wealth Advisors
California
$233K
MHWM
2249
Montz Harcus Wealth Management
Louisiana
$233K
CWM
2250
Cherrydale Wealth Management
New Jersey
$232K