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Wells Fargo

2,601 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,056 increasing their positions, 941 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.03B
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
ZF
2301
Zhang Financial
Michigan
$209K
NMG
2302
New Millennium Group
Utah
$209K
BTWM
2303
Brass Tax Wealth Management
Ohio
$208K
CB
2304
CNB Bank
Pennsylvania
$207K
HHRDM
2305
H&H Retirement Design & Management
Nevada
$207K
KOC
2306
Koss-Olinger Consulting
Florida
$207K
CCG
2307
Cypress Capital Group
Florida
$207K
SFWC
2308
Strategic Family Wealth Counselors
New Jersey
$207K
SWM
2309
Seed Wealth Management
Illinois
$205K
EFL
2310
ERn Financial LLC
Wisconsin
$205K
IA
2311
Intellus Advisors
Florida
$205K
VIA
2312
Victrix Investment Advisors
Florida
$204K
FAN
2313
Financial Advisors Network
California
$204K
ACA
2314
American Capital Advisory
Idaho
$203K
OIS
2315
Okabena Investment Services
Minnesota
$203K
FBFS
2316
First Business Financial Services
Wisconsin
$203K
CSA
2317
Cornerstone Select Advisors
Missouri
$203K
AI
2318
Auour Investments
Massachusetts
$202K
LJHT
2319
Laurie J. Hall Trustee
$202K
BFA
2320
Bright Financial Advisors
Michigan
$202K
PAG
2321
Paladin Advisory Group
Iowa
$202K
VHAM
2322
Van Hulzen Asset Management
California
$200K
GD
2323
Grandfield & Dodd
New York
$200K
EFSCE
2324
Enterprise Financial Services Corp (EFSC)
Missouri
$200K
RW
2325
Rede Wealth
Virginia
$200K