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Wells Fargo

2,641 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, 1,075 increasing their positions, 959 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: 76.3%74.54% (-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
2,641
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
MAM
2226
McLean Asset Management
Virginia
$248K
FMN
2227
Financial Management Network
California
$248K
NLP
2228
Next Level Private
New York
$247K
CCM
2229
Cinctive Capital Management
New York
$247K
UFA
2230
Uptown Financial Advisors
Texas
$246K
USWIA
2231
UP Strategic Wealth Investment Advisors
Pennsylvania
$246K
NB
2232
Northwest Bancshares
Pennsylvania
$246K
PWA
2233
Phoenix Wealth Advisors
North Carolina
$246K
KL
2234
KWMG LLC
Kansas
$246K
BSB
2235
Bangor Savings Bank
Maine
$246K
BOH
2236
Bank of Hawaii
Hawaii
$246K
CSB
2237
City State Bank
Iowa
$246K
HCM
2238
Hengehold Capital Management
Ohio
$245K
WSFG
2239
Wall Street Financial Group
Illinois
$244K
HPBT
2240
Hickory Point Bank & Trust
Illinois
$243K
TLFA
2241
True Link Financial Advisors
California
$243K
GGS
2242
Galvin Gaustad & Stein
Arizona
$242K
FC
2243
Fusion Capital
South Carolina
$242K
SFG
2244
Sunburst Financial Group
Alabama
$242K
WWM
2245
WT Wealth Management
Arizona
$242K
WI
2246
WBI Investments
New Jersey
$240K
NC
2247
NewSquare Capital
Pennsylvania
$240K
IP
2248
Investment Partners
Ohio
$240K
OCM
2249
Orion Capital Management
California
$240K
EWA
2250
Emergent Wealth Advisors
New York
$239K