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Wells Fargo

2,627 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, 1,067 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: $ → $

1.8% less ownership

Funds ownership: 76.3%74.5% (-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
2,627
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
WIC
2251
Willis Investment Counsel
Georgia
$235K
OP
2252
ORG Partners
Indiana
$234K
AFS
2253
Axiom Financial Strategies
Indiana
$234K
FRM
2254
Fox Run Management
Connecticut
$233K
WAS
2255
Winch Advisory Services
Wisconsin
$233K
TPWA
2256
Twin Peaks Wealth Advisors
California
$233K
MHWM
2257
Montz Harcus Wealth Management
Louisiana
$233K
CWM
2258
Cherrydale Wealth Management
New Jersey
$232K
QPW
2259
Quantum Private Wealth
Florida
$231K
ACM
2260
Avalon Capital Management
California
$230K
SA
2261
Skyline Advisors
Washington
$230K
JC
2262
JB Capital
Connecticut
$230K
WA
2263
WBH Advisory
Maryland
$230K
FWP
2264
Firethorn Wealth Partners
Georgia
$229K
YDMI
2265
Y.D. More Investments
Israel
$228K
HL
2266
HeadInvest LLC
Maine
$228K
ACC
2267
Acorn Creek Capital
Colorado
$227K
RB
2268
Rodgers Brothers
Pennsylvania
$227K
IW
2269
Instrumental Wealth
Florida
$227K
SFG
2270
Sovereign Financial Group
Connecticut
$227K
CIR
2271
Clear Investment Research
Georgia
$226K
AWM
2272
Aries Wealth Management
Maine
$226K
TGIA
2273
Torrey Growth & Income Advisors
California
$226K
CIM
2274
Cambria Investment Management
California
$226K
BIA
2275
Beacon Investment Advisors
Maryland
$226K