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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
CFGW
2301
Chancellor Financial Group WB
Pennsylvania
$215K
SC
2302
Saturna Capital
Washington
$214K
KFA
2303
Kapstone Financial Advisors
Ohio
$214K
FWA
2304
Flagship Wealth Advisors
Massachusetts
$214K
WorldQuant Millennium Advisors
2305
WorldQuant Millennium Advisors
New York
$214K
AF
2306
Affiance Financial
Minnesota
$214K
IIA
2307
IPG Investment Advisors
California
$214K
CFG
2308
Carter Financial Group
Illinois
$214K
BWM
2309
BCS Wealth Management
Tennessee
$214K
RA
2310
Riversedge Advisors
Delaware
$213K
MWP
2311
Meridian Wealth Partners
Pennsylvania
$213K
CB
2312
Centennial Bank
Arkansas
$213K
MKC
2313
M. Kraus & Co
Vermont
$213K
GAM
2314
Gemmer Asset Management
California
$212K
CWA
2315
CogentBlue Wealth Advisors
Tennessee
$212K
ILI
2316
Invesco LLC (Illinois)
Illinois
$212K
CCM
2317
Chilton Capital Management
Texas
$211K
PIP
2318
Peachtree Investment Partners
Florida
$211K
VCM
2319
Violich Capital Management
California
$210K
BWM
2320
Buckley Wealth Management
Nevada
$210K
WWC
2321
Waypoint Wealth Counsel
Georgia
$209K
AWC
2322
Adamsbrown Wealth Consultants
Kansas
$209K
ZF
2323
Zhang Financial
Michigan
$209K
NMG
2324
New Millennium Group
Utah
$209K
BTWM
2325
Brass Tax Wealth Management
Ohio
$208K