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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
WFA
2376
West Financial Advisors
Iowa
$170K
CHC
2377
City Holding Co
West Virginia
$168K
CCMI
2378
Creative Capital Management Investments
California
$168K
SOAMC
2379
Spirit of America Management Corp
New York
$168K
HA
2380
Heartland Advisors
Wisconsin
$168K
CFP
2381
Comprehensive Financial Planning
Pennsylvania
$168K
OWP
2382
ORG Wealth Partners
Texas
$167K
BFPW
2383
BOK Financial Private Wealth
Colorado
$162K
ME
2384
McIlrath & Eck
Washington
$160K
JEST
2385
JTC Employer Solutions Trustee
Jersey
$160K
KFI
2386
Key Financial Inc
Pennsylvania
$155K
BDL
2387
Bey-Douglas LLC
Georgia
$152K
EPIME
2388
Evelyn Partners Investment Management (Europe)
$150K
OAM
2389
Ostrum Asset Management
France
$149K
SWP
2390
Strategic Wealth Partners
Ohio
$149K
AA
2391
Addison Advisors
Vermont
$147K
NCM
2392
Northwest Capital Management
Oregon
$147K
WSC
2393
Wellington Shields & Co
New York
$146K
TCB
2394
Texas Capital Bancshares
Texas
$145K
SAM
2395
Sherman Asset Management
California
$145K
WIM
2396
Westside Investment Management
California
$145K
CT
2397
Clearstead Trust
Maine
$144K
FCT
2398
First Community Trust
Iowa
$143K
FUBT
2399
First United Bank & Trust
Maryland
$142K
PWM
2400
Proathlete Wealth Management
Florida
$141K