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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
FA
2276
Faithward Advisors
Pennsylvania
$226K
Cohen & Steers
2277
Cohen & Steers
New York
$226K
DCM
2278
Donaldson Capital Management
Indiana
$226K
ACA
2279
Affinity Capital Advisors
California
$226K
GWA
2280
Gratus Wealth Advisors
Virginia
$226K
ACA
2281
Aspire Capital Advisors
Washington
$225K
RPGK
2282
Retirement Planning Group (Kansas)
Kansas
$224K
WFPG
2283
Waller Financial Planning Group
Ohio
$224K
VFP
2284
Verus Financial Partners
Virginia
$223K
NCM
2285
NCM Capital Management
New Jersey
$223K
SF
2286
SWP Financial
California
$223K
KFG
2287
Kingdom Financial Group
Arizona
$223K
ITB
2288
Idaho Trust Bank
Idaho
$223K
KFS
2289
Kurt F. Somerville
$222K
CCP
2290
Clarkston Capital Partners
Michigan
$222K
SCM
2291
Spring Capital Management
Texas
$221K
SAA
2292
Southeast Asset Advisors
Georgia
$221K
RCMU
2293
Rokos Capital Management (UK)
United Kingdom
$221K
WPA
2294
West Paces Advisors
Georgia
$219K
EFG
2295
Ethos Financial Group
Pennsylvania
$218K
BIA
2296
BHK Investment Advisors
Alabama
$218K
EP
2297
Essential Planning
New Hampshire
$218K
TYCC
2298
Texas Yale Capital Corp
Florida
$217K
PH
2299
Pinnacle Holdings
Oklahoma
$216K
BST
2300
Bath Savings Trust
Maine
$215K