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Wells Fargo

2,601 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,056 increasing their positions, 941 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.03B
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
TGIA
2251
Torrey Growth & Income Advisors
California
$226K
CIM
2252
Cambria Investment Management
California
$226K
BIA
2253
Beacon Investment Advisors
Maryland
$226K
FA
2254
Faithward Advisors
Pennsylvania
$226K
Cohen & Steers
2255
Cohen & Steers
New York
$226K
DCM
2256
Donaldson Capital Management
Indiana
$226K
ACA
2257
Affinity Capital Advisors
California
$226K
GWA
2258
Gratus Wealth Advisors
Virginia
$226K
ACA
2259
Aspire Capital Advisors
Washington
$225K
RPGK
2260
Retirement Planning Group (Kansas)
Kansas
$224K
WFPG
2261
Waller Financial Planning Group
Ohio
$224K
VFP
2262
Verus Financial Partners
Virginia
$223K
NCM
2263
NCM Capital Management
New Jersey
$223K
SF
2264
SWP Financial
California
$223K
KFG
2265
Kingdom Financial Group
Arizona
$223K
ITB
2266
Idaho Trust Bank
Idaho
$223K
KFS
2267
Kurt F. Somerville
$222K
CCP
2268
Clarkston Capital Partners
Michigan
$222K
SCM
2269
Spring Capital Management
Texas
$221K
SAA
2270
Southeast Asset Advisors
Georgia
$221K
RCMU
2271
Rokos Capital Management (UK)
United Kingdom
$221K
WPA
2272
West Paces Advisors
Georgia
$219K
EFG
2273
Ethos Financial Group
Pennsylvania
$218K
BIA
2274
BHK Investment Advisors
Alabama
$218K
EP
2275
Essential Planning
New Hampshire
$218K