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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
PIA
2226
Powell Investment Advisors
Florida
$236K
GA
2227
Goldstein Advisors
Wisconsin
$235K
ERWM
2228
Elk River Wealth Management
Colorado
$235K
WIC
2229
Willis Investment Counsel
Georgia
$235K
OP
2230
ORG Partners
Indiana
$234K
AFS
2231
Axiom Financial Strategies
Indiana
$234K
FRM
2232
Fox Run Management
Connecticut
$233K
WAS
2233
Winch Advisory Services
Wisconsin
$233K
TPWA
2234
Twin Peaks Wealth Advisors
California
$233K
MHWM
2235
Montz Harcus Wealth Management
Louisiana
$233K
CWM
2236
Cherrydale Wealth Management
New Jersey
$232K
QPW
2237
Quantum Private Wealth
Florida
$231K
ACM
2238
Avalon Capital Management
California
$230K
SA
2239
Skyline Advisors
Washington
$230K
JC
2240
JB Capital
Connecticut
$230K
WA
2241
WBH Advisory
Maryland
$230K
FWP
2242
Firethorn Wealth Partners
Georgia
$229K
YDMI
2243
Y.D. More Investments
Israel
$228K
HL
2244
HeadInvest LLC
Maine
$228K
ACC
2245
Acorn Creek Capital
Colorado
$227K
RB
2246
Rodgers Brothers
Pennsylvania
$227K
IW
2247
Instrumental Wealth
Florida
$227K
SFG
2248
Sovereign Financial Group
Connecticut
$227K
CIR
2249
Clear Investment Research
Georgia
$226K
AWM
2250
Aries Wealth Management
Maine
$226K