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Wells Fargo

2,628 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, 1,067 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: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
2,628
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
ERWM
2251
Elk River Wealth Management
Colorado
$235K
WIC
2252
Willis Investment Counsel
Georgia
$235K
OP
2253
ORG Partners
Indiana
$234K
AFS
2254
Axiom Financial Strategies
Indiana
$234K
FRM
2255
Fox Run Management
Connecticut
$233K
WAS
2256
Winch Advisory Services
Wisconsin
$233K
TPWA
2257
Twin Peaks Wealth Advisors
California
$233K
MHWM
2258
Montz Harcus Wealth Management
Louisiana
$233K
CWM
2259
Cherrydale Wealth Management
New Jersey
$232K
QPW
2260
Quantum Private Wealth
Florida
$231K
ACM
2261
Avalon Capital Management
California
$230K
SA
2262
Skyline Advisors
Washington
$230K
JC
2263
JB Capital
Connecticut
$230K
WA
2264
WBH Advisory
Maryland
$230K
FWP
2265
Firethorn Wealth Partners
Georgia
$229K
YDMI
2266
Y.D. More Investments
Israel
$228K
HL
2267
HeadInvest LLC
Maine
$228K
ACC
2268
Acorn Creek Capital
Colorado
$227K
RB
2269
Rodgers Brothers
Pennsylvania
$227K
IW
2270
Instrumental Wealth
Florida
$227K
SFG
2271
Sovereign Financial Group
Connecticut
$227K
CIR
2272
Clear Investment Research
Georgia
$226K
AWM
2273
Aries Wealth Management
Maine
$226K
TGIA
2274
Torrey Growth & Income Advisors
California
$226K
CIM
2275
Cambria Investment Management
California
$226K