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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
NC
2251
NewSquare Capital
Pennsylvania
$240K
IP
2252
Investment Partners
Ohio
$240K
OCM
2253
Orion Capital Management
California
$240K
EWA
2254
Emergent Wealth Advisors
New York
$239K
MFF
2255
Michels Family Financial
Texas
$239K
IWN
2256
Independent Wealth Network
Iowa
$239K
SPA
2257
Sherbrooke Park Advisers
New York
$238K
HFS
2258
Howard Financial Services
Texas
$238K
SP
2259
Symmetry Partners
Connecticut
$237K
UAG
2260
United Advisor Group
Ohio
$237K
PIA
2261
Powell Investment Advisors
Florida
$236K
GA
2262
Goldstein Advisors
Wisconsin
$235K
ERWM
2263
Elk River Wealth Management
Colorado
$235K
WIC
2264
Willis Investment Counsel
Georgia
$235K
OP
2265
ORG Partners
Indiana
$234K
AFS
2266
Axiom Financial Strategies
Indiana
$234K
FRM
2267
Fox Run Management
Connecticut
$233K
WAS
2268
Winch Advisory Services
Wisconsin
$233K
TPWA
2269
Twin Peaks Wealth Advisors
California
$233K
MHWM
2270
Montz Harcus Wealth Management
Louisiana
$233K
CWM
2271
Cherrydale Wealth Management
New Jersey
$232K
QPW
2272
Quantum Private Wealth
Florida
$231K
ACM
2273
Avalon Capital Management
California
$230K
SA
2274
Skyline Advisors
Washington
$230K
JC
2275
JB Capital
Connecticut
$230K