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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
EBA
2326
Eagle Bay Advisors
New York
$200K
BWMG
2327
Barnes Wealth Management Group
California
$200K
LT
2328
Legacy Trust
Michigan
$196K
CBT
2329
Crews Bank & Trust
Florida
$196K
AAG
2330
Armstrong Advisory Group
Massachusetts
$195K
AWM
2331
Abound Wealth Management
Tennessee
$195K
MWPCG
2332
Measured Wealth Private Client Group
New Hampshire
$192K
DIP
2333
DT Investment Partners
Pennsylvania
$190K
GCM
2334
Gables Capital Management
Florida
$184K
CB
2335
Community Bank
New York
$172K
HDIM
2336
Hanson & Doremus Investment Management
Vermont
$171K
BTC
2337
Bank & Trust Company
Illinois
$171K
SR
2338
Syntax Research
Florida
$171K
GCM
2339
Gladius Capital Management
Illinois
$170K
GEA
2340
Glen Eagle Advisors
New Jersey
$170K
WFA
2341
West Financial Advisors
Iowa
$170K
CHC
2342
City Holding Co
West Virginia
$168K
HA
2343
Heartland Advisors
Wisconsin
$168K
SOAMC
2344
Spirit of America Management Corp
New York
$168K
CCMI
2345
Creative Capital Management Investments
California
$168K
CFP
2346
Comprehensive Financial Planning
Pennsylvania
$168K
OWP
2347
ORG Wealth Partners
Texas
$167K
BFPW
2348
BOK Financial Private Wealth
Colorado
$162K
ME
2349
McIlrath & Eck
Washington
$160K
JEST
2350
JTC Employer Solutions Trustee
Jersey
$160K