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Wells Fargo

2,646 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, 1,076 increasing their positions, 963 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.76% less ownership

Funds ownership: 76.31%74.55% (-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
2,646
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 +$626M
2 +$453M
3 +$362M
4
JP Morgan Chase
JP Morgan Chase
New York
+$345M
5
Morgan Stanley
Morgan Stanley
New York
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
MKC
2326
M. Kraus & Co
Vermont
$213K
GAM
2327
Gemmer Asset Management
California
$212K
CWA
2328
CogentBlue Wealth Advisors
Tennessee
$212K
ILI
2329
Invesco LLC (Illinois)
Illinois
$212K
CCM
2330
Chilton Capital Management
Texas
$211K
PIP
2331
Peachtree Investment Partners
Florida
$211K
BWM
2332
Buckley Wealth Management
Nevada
$210K
VCM
2333
Violich Capital Management
California
$210K
WWC
2334
Waypoint Wealth Counsel
Georgia
$209K
AWC
2335
Adamsbrown Wealth Consultants
Kansas
$209K
ZF
2336
Zhang Financial
Michigan
$209K
NMG
2337
New Millennium Group
Utah
$209K
BTWM
2338
Brass Tax Wealth Management
Ohio
$208K
CB
2339
CNB Bank
Pennsylvania
$207K
HHRDM
2340
H&H Retirement Design & Management
Nevada
$207K
KOC
2341
Koss-Olinger Consulting
Florida
$207K
CCG
2342
Cypress Capital Group
Florida
$207K
SFWC
2343
Strategic Family Wealth Counselors
New Jersey
$207K
SWM
2344
Seed Wealth Management
Illinois
$205K
EFL
2345
ERn Financial LLC
Wisconsin
$205K
IA
2346
Intellus Advisors
Florida
$205K
VIA
2347
Victrix Investment Advisors
Florida
$204K
FAN
2348
Financial Advisors Network
California
$204K
ACA
2349
American Capital Advisory
Idaho
$203K
OIS
2350
Okabena Investment Services
Minnesota
$203K