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Wells Fargo

2,641 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, 1,075 increasing their positions, 959 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: 76.3%74.54% (-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
2,641
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
MFF
2251
Michels Family Financial
Texas
$239K
IWN
2252
Independent Wealth Network
Iowa
$239K
SPA
2253
Sherbrooke Park Advisers
New York
$238K
HFS
2254
Howard Financial Services
Texas
$238K
SP
2255
Symmetry Partners
Connecticut
$237K
UAG
2256
United Advisor Group
Ohio
$237K
PIA
2257
Powell Investment Advisors
Florida
$236K
GA
2258
Goldstein Advisors
Wisconsin
$235K
ERWM
2259
Elk River Wealth Management
Colorado
$235K
WIC
2260
Willis Investment Counsel
Georgia
$235K
OP
2261
ORG Partners
Indiana
$234K
AFS
2262
Axiom Financial Strategies
Indiana
$234K
FRM
2263
Fox Run Management
Connecticut
$233K
WAS
2264
Winch Advisory Services
Wisconsin
$233K
TPWA
2265
Twin Peaks Wealth Advisors
California
$233K
MHWM
2266
Montz Harcus Wealth Management
Louisiana
$233K
CWM
2267
Cherrydale Wealth Management
New Jersey
$232K
QPW
2268
Quantum Private Wealth
Florida
$231K
ACM
2269
Avalon Capital Management
California
$230K
SA
2270
Skyline Advisors
Washington
$230K
JC
2271
JB Capital
Connecticut
$230K
WA
2272
WBH Advisory
Maryland
$230K
FWP
2273
Firethorn Wealth Partners
Georgia
$229K
YDMI
2274
Y.D. More Investments
Israel
$228K
HL
2275
HeadInvest LLC
Maine
$228K