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Wells Fargo

2,615 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, 947 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: $ → $

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
2,615
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
ACA
2326
American Capital Advisory
Idaho
$203K
OIS
2327
Okabena Investment Services
Minnesota
$203K
FBFS
2328
First Business Financial Services
Wisconsin
$203K
CSA
2329
Cornerstone Select Advisors
Missouri
$203K
AI
2330
Auour Investments
Massachusetts
$202K
LJHT
2331
Laurie J. Hall Trustee
$202K
BFA
2332
Bright Financial Advisors
Michigan
$202K
PAG
2333
Paladin Advisory Group
Iowa
$202K
VHAM
2334
Van Hulzen Asset Management
California
$200K
GD
2335
Grandfield & Dodd
New York
$200K
EFSCE
2336
Enterprise Financial Services Corp (EFSC)
Missouri
$200K
RW
2337
Rede Wealth
Virginia
$200K
EBA
2338
Eagle Bay Advisors
New York
$200K
BWMG
2339
Barnes Wealth Management Group
California
$200K
LT
2340
Legacy Trust
Michigan
$196K
CBT
2341
Crews Bank & Trust
Florida
$196K
AAG
2342
Armstrong Advisory Group
Massachusetts
$195K
AWM
2343
Abound Wealth Management
Tennessee
$195K
MWPCG
2344
Measured Wealth Private Client Group
New Hampshire
$192K
DIP
2345
DT Investment Partners
Pennsylvania
$190K
GCM
2346
Gables Capital Management
Florida
$184K
CB
2347
Community Bank
New York
$172K
HDIM
2348
Hanson & Doremus Investment Management
Vermont
$171K
BTC
2349
Bank & Trust Company
Illinois
$171K
SR
2350
Syntax Research
Florida
$171K