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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
ACC
2276
Acorn Creek Capital
Colorado
$227K
RB
2277
Rodgers Brothers
Pennsylvania
$227K
IW
2278
Instrumental Wealth
Florida
$227K
SFG
2279
Sovereign Financial Group
Connecticut
$227K
CIR
2280
Clear Investment Research
Georgia
$226K
AWM
2281
Aries Wealth Management
Maine
$226K
TGIA
2282
Torrey Growth & Income Advisors
California
$226K
CIM
2283
Cambria Investment Management
California
$226K
BIA
2284
Beacon Investment Advisors
Maryland
$226K
FA
2285
Faithward Advisors
Pennsylvania
$226K
Cohen & Steers
2286
Cohen & Steers
New York
$226K
DCM
2287
Donaldson Capital Management
Indiana
$226K
ACA
2288
Affinity Capital Advisors
California
$226K
GWA
2289
Gratus Wealth Advisors
Virginia
$226K
ACA
2290
Aspire Capital Advisors
Washington
$225K
RPGK
2291
Retirement Planning Group (Kansas)
Kansas
$224K
WFPG
2292
Waller Financial Planning Group
Ohio
$224K
VFP
2293
Verus Financial Partners
Virginia
$223K
NCM
2294
NCM Capital Management
New Jersey
$223K
SF
2295
SWP Financial
California
$223K
KFG
2296
Kingdom Financial Group
Arizona
$223K
ITB
2297
Idaho Trust Bank
Idaho
$223K
KFS
2298
Kurt F. Somerville
$222K
CCP
2299
Clarkston Capital Partners
Michigan
$222K
SCM
2300
Spring Capital Management
Texas
$221K