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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
WSWA
2226
Warren Street Wealth Advisors
California
$249K
TDC
2227
Thompson Davis & Co
Virginia
$248K
PCP
2228
Panoramic Capital Partners
Oregon
$248K
OHWP
2229
Oak Harbor Wealth Partners
North Carolina
$248K
MAM
2230
McLean Asset Management
Virginia
$248K
FMN
2231
Financial Management Network
California
$248K
NLP
2232
Next Level Private
New York
$247K
CCM
2233
Cinctive Capital Management
New York
$247K
UFA
2234
Uptown Financial Advisors
Texas
$246K
USWIA
2235
UP Strategic Wealth Investment Advisors
Pennsylvania
$246K
NB
2236
Northwest Bancshares
Pennsylvania
$246K
PWA
2237
Phoenix Wealth Advisors
North Carolina
$246K
KL
2238
KWMG LLC
Kansas
$246K
BSB
2239
Bangor Savings Bank
Maine
$246K
BOH
2240
Bank of Hawaii
Hawaii
$246K
CSB
2241
City State Bank
Iowa
$246K
HCM
2242
Hengehold Capital Management
Ohio
$245K
WSFG
2243
Wall Street Financial Group
Illinois
$244K
HPBT
2244
Hickory Point Bank & Trust
Illinois
$243K
TLFA
2245
True Link Financial Advisors
California
$243K
GGS
2246
Galvin Gaustad & Stein
Arizona
$242K
FC
2247
Fusion Capital
South Carolina
$242K
SFG
2248
Sunburst Financial Group
Alabama
$242K
WWM
2249
WT Wealth Management
Arizona
$242K
WI
2250
WBI Investments
New Jersey
$240K