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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
KL
2226
KWMG LLC
Kansas
$246K
BSB
2227
Bangor Savings Bank
Maine
$246K
BOH
2228
Bank of Hawaii
Hawaii
$246K
CSB
2229
City State Bank
Iowa
$246K
HCM
2230
Hengehold Capital Management
Ohio
$245K
HPBT
2231
Hickory Point Bank & Trust
Illinois
$243K
TLFA
2232
True Link Financial Advisors
California
$243K
GGS
2233
Galvin Gaustad & Stein
Arizona
$242K
FC
2234
Fusion Capital
South Carolina
$242K
SFG
2235
Sunburst Financial Group
Alabama
$242K
WWM
2236
WT Wealth Management
Arizona
$242K
WI
2237
WBI Investments
New Jersey
$240K
NC
2238
NewSquare Capital
Pennsylvania
$240K
IP
2239
Investment Partners
Ohio
$240K
OCM
2240
Orion Capital Management
California
$240K
EWA
2241
Emergent Wealth Advisors
New York
$239K
MFF
2242
Michels Family Financial
Texas
$239K
IWN
2243
Independent Wealth Network
Iowa
$239K
SPA
2244
Sherbrooke Park Advisers
New York
$238K
HFS
2245
Howard Financial Services
Texas
$238K
SP
2246
Symmetry Partners
Connecticut
$237K
UAG
2247
United Advisor Group
Ohio
$237K
PIA
2248
Powell Investment Advisors
Florida
$236K
GA
2249
Goldstein Advisors
Wisconsin
$235K
ERWM
2250
Elk River Wealth Management
Colorado
$235K