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Wells Fargo

2,646 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, 1,076 increasing their positions, 963 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: 76.31%74.55% (-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
2,646
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
WA
2276
WBH Advisory
Maryland
$230K
FWP
2277
Firethorn Wealth Partners
Georgia
$229K
YDMI
2278
Y.D. More Investments
Israel
$228K
HL
2279
HeadInvest LLC
Maine
$228K
ACC
2280
Acorn Creek Capital
Colorado
$227K
RB
2281
Rodgers Brothers
Pennsylvania
$227K
IW
2282
Instrumental Wealth
Florida
$227K
SFG
2283
Sovereign Financial Group
Connecticut
$227K
CIR
2284
Clear Investment Research
Georgia
$226K
AWM
2285
Aries Wealth Management
Maine
$226K
TGIA
2286
Torrey Growth & Income Advisors
California
$226K
CIM
2287
Cambria Investment Management
California
$226K
BIA
2288
Beacon Investment Advisors
Maryland
$226K
FA
2289
Faithward Advisors
Pennsylvania
$226K
Cohen & Steers
2290
Cohen & Steers
New York
$226K
DCM
2291
Donaldson Capital Management
Indiana
$226K
ACA
2292
Affinity Capital Advisors
California
$226K
GWA
2293
Gratus Wealth Advisors
Virginia
$226K
ACA
2294
Aspire Capital Advisors
Washington
$225K
RPGK
2295
Retirement Planning Group (Kansas)
Kansas
$224K
WFPG
2296
Waller Financial Planning Group
Ohio
$224K
VFP
2297
Verus Financial Partners
Virginia
$223K
NCM
2298
NCM Capital Management
New Jersey
$223K
SF
2299
SWP Financial
California
$223K
KFG
2300
Kingdom Financial Group
Arizona
$223K