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Wells Fargo

2,641 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, 1,075 increasing their positions, 959 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: 76.3%74.54% (-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
2,641
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
CCM
2326
Chilton Capital Management
Texas
$211K
PIP
2327
Peachtree Investment Partners
Florida
$211K
VCM
2328
Violich Capital Management
California
$210K
BWM
2329
Buckley Wealth Management
Nevada
$210K
WWC
2330
Waypoint Wealth Counsel
Georgia
$209K
AWC
2331
Adamsbrown Wealth Consultants
Kansas
$209K
ZF
2332
Zhang Financial
Michigan
$209K
NMG
2333
New Millennium Group
Utah
$209K
BTWM
2334
Brass Tax Wealth Management
Ohio
$208K
CB
2335
CNB Bank
Pennsylvania
$207K
HHRDM
2336
H&H Retirement Design & Management
Nevada
$207K
KOC
2337
Koss-Olinger Consulting
Florida
$207K
CCG
2338
Cypress Capital Group
Florida
$207K
SFWC
2339
Strategic Family Wealth Counselors
New Jersey
$207K
SWM
2340
Seed Wealth Management
Illinois
$205K
EFL
2341
ERn Financial LLC
Wisconsin
$205K
IA
2342
Intellus Advisors
Florida
$205K
VIA
2343
Victrix Investment Advisors
Florida
$204K
FAN
2344
Financial Advisors Network
California
$204K
ACA
2345
American Capital Advisory
Idaho
$203K
OIS
2346
Okabena Investment Services
Minnesota
$203K
FBFS
2347
First Business Financial Services
Wisconsin
$203K
CSA
2348
Cornerstone Select Advisors
Missouri
$203K
AI
2349
Auour Investments
Massachusetts
$202K
LJHT
2350
Laurie J. Hall Trustee
$202K