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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
BFA
2351
Bright Financial Advisors
Michigan
$202K
PAG
2352
Paladin Advisory Group
Iowa
$202K
GD
2353
Grandfield & Dodd
New York
$200K
VHAM
2354
Van Hulzen Asset Management
California
$200K
EFSCE
2355
Enterprise Financial Services Corp (EFSC)
Missouri
$200K
RW
2356
Rede Wealth
Virginia
$200K
EBA
2357
Eagle Bay Advisors
New York
$200K
BWMG
2358
Barnes Wealth Management Group
California
$200K
LT
2359
Legacy Trust
Michigan
$196K
CBT
2360
Crews Bank & Trust
Florida
$196K
AAG
2361
Armstrong Advisory Group
Massachusetts
$195K
AWM
2362
Abound Wealth Management
Tennessee
$195K
MWPCG
2363
Measured Wealth Private Client Group
New Hampshire
$192K
DIP
2364
DT Investment Partners
Pennsylvania
$190K
GCM
2365
Gables Capital Management
Florida
$184K
CB
2366
Community Bank
New York
$172K
HDIM
2367
Hanson & Doremus Investment Management
Vermont
$171K
BTC
2368
Bank & Trust Company
Illinois
$171K
SR
2369
Syntax Research
Florida
$171K
GCM
2370
Gladius Capital Management
Illinois
$170K
GEA
2371
Glen Eagle Advisors
New Jersey
$170K
WFA
2372
West Financial Advisors
Iowa
$170K
CHC
2373
City Holding Co
West Virginia
$168K
HA
2374
Heartland Advisors
Wisconsin
$168K
SOAMC
2375
Spirit of America Management Corp
New York
$168K