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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
QPW
2251
Quantum Private Wealth
Florida
$231K
ACM
2252
Avalon Capital Management
California
$230K
SA
2253
Skyline Advisors
Washington
$230K
JC
2254
JB Capital
Connecticut
$230K
WA
2255
WBH Advisory
Maryland
$230K
FWP
2256
Firethorn Wealth Partners
Georgia
$229K
YDMI
2257
Y.D. More Investments
Israel
$228K
HL
2258
HeadInvest LLC
Maine
$228K
ACC
2259
Acorn Creek Capital
Colorado
$227K
RB
2260
Rodgers Brothers
Pennsylvania
$227K
IW
2261
Instrumental Wealth
Florida
$227K
SFG
2262
Sovereign Financial Group
Connecticut
$227K
CIR
2263
Clear Investment Research
Georgia
$226K
AWM
2264
Aries Wealth Management
Maine
$226K
TGIA
2265
Torrey Growth & Income Advisors
California
$226K
CIM
2266
Cambria Investment Management
California
$226K
BIA
2267
Beacon Investment Advisors
Maryland
$226K
FA
2268
Faithward Advisors
Pennsylvania
$226K
Cohen & Steers
2269
Cohen & Steers
New York
$226K
DCM
2270
Donaldson Capital Management
Indiana
$226K
ACA
2271
Affinity Capital Advisors
California
$226K
GWA
2272
Gratus Wealth Advisors
Virginia
$226K
ACA
2273
Aspire Capital Advisors
Washington
$225K
RPGK
2274
Retirement Planning Group (Kansas)
Kansas
$224K
WFPG
2275
Waller Financial Planning Group
Ohio
$224K