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Wells Fargo

2,616 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,062 increasing their positions, 948 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.73% less ownership

Funds ownership: 76.2%74.47% (-1.7%)

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
2,616
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
RA
2301
Riversedge Advisors
Delaware
$213K
MWP
2302
Meridian Wealth Partners
Pennsylvania
$213K
CB
2303
Centennial Bank
Arkansas
$213K
MKC
2304
M. Kraus & Co
Vermont
$213K
GAM
2305
Gemmer Asset Management
California
$212K
CWA
2306
CogentBlue Wealth Advisors
Tennessee
$212K
ILI
2307
Invesco LLC (Illinois)
Illinois
$212K
CCM
2308
Chilton Capital Management
Texas
$211K
PIP
2309
Peachtree Investment Partners
Florida
$211K
VCM
2310
Violich Capital Management
California
$210K
BWM
2311
Buckley Wealth Management
Nevada
$210K
WWC
2312
Waypoint Wealth Counsel
Georgia
$209K
AWC
2313
Adamsbrown Wealth Consultants
Kansas
$209K
ZF
2314
Zhang Financial
Michigan
$209K
NMG
2315
New Millennium Group
Utah
$209K
BTWM
2316
Brass Tax Wealth Management
Ohio
$208K
CB
2317
CNB Bank
Pennsylvania
$207K
HHRDM
2318
H&H Retirement Design & Management
Nevada
$207K
KOC
2319
Koss-Olinger Consulting
Florida
$207K
CCG
2320
Cypress Capital Group
Florida
$207K
SFWC
2321
Strategic Family Wealth Counselors
New Jersey
$207K
SWM
2322
Seed Wealth Management
Illinois
$205K
EFL
2323
ERn Financial LLC
Wisconsin
$205K
IA
2324
Intellus Advisors
Florida
$205K
VIA
2325
Victrix Investment Advisors
Florida
$204K