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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
CB
2326
CNB Bank
Pennsylvania
$207K
HHRDM
2327
H&H Retirement Design & Management
Nevada
$207K
KOC
2328
Koss-Olinger Consulting
Florida
$207K
CCG
2329
Cypress Capital Group
Florida
$207K
SFWC
2330
Strategic Family Wealth Counselors
New Jersey
$207K
SWM
2331
Seed Wealth Management
Illinois
$205K
EFL
2332
ERn Financial LLC
Wisconsin
$205K
IA
2333
Intellus Advisors
Florida
$205K
VIA
2334
Victrix Investment Advisors
Florida
$204K
FAN
2335
Financial Advisors Network
California
$204K
ACA
2336
American Capital Advisory
Idaho
$203K
OIS
2337
Okabena Investment Services
Minnesota
$203K
FBFS
2338
First Business Financial Services
Wisconsin
$203K
CSA
2339
Cornerstone Select Advisors
Missouri
$203K
AI
2340
Auour Investments
Massachusetts
$202K
LJHT
2341
Laurie J. Hall Trustee
$202K
BFA
2342
Bright Financial Advisors
Michigan
$202K
PAG
2343
Paladin Advisory Group
Iowa
$202K
GD
2344
Grandfield & Dodd
New York
$200K
VHAM
2345
Van Hulzen Asset Management
California
$200K
EFSCE
2346
Enterprise Financial Services Corp (EFSC)
Missouri
$200K
RW
2347
Rede Wealth
Virginia
$200K
EBA
2348
Eagle Bay Advisors
New York
$200K
BWMG
2349
Barnes Wealth Management Group
California
$200K
LT
2350
Legacy Trust
Michigan
$196K