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Wells Fargo

2,615 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,062 increasing their positions, 947 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: $ → $

more funds holding

Funds holding:

1.73% less ownership

Funds ownership: 76.2%74.47% (-1.7%)

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
2,615
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
SA
2401
SRH Advisors
Kansas
$117K
IBOK
2402
Independence Bank of Kentucky
Kentucky
$115K
C
2403
Covestor
United Kingdom
$114K
MEG
2404
Millstone Evans Group
Colorado
$113K
TFM
2405
TFC Financial Management
Massachusetts
$109K
TCM
2406
TruNorth Capital Management
Michigan
$109K
ANBT
2407
American National Bank & Trust
Texas
$108K
IRAG
2408
Investment Research & Advisory Group
Georgia
$108K
SA
2409
Strategic Advocates
Utah
$107K
TFGT
2410
TS Financial Group (TSFG)
Illinois
$106K
RWM
2411
RMG Wealth Management
Wisconsin
$106K
HCA
2412
Harbor Capital Advisors
Illinois
$105K
FLP
2413
Financial Life Planners
Arizona
$104K
CTB
2414
Country Trust Bank
Illinois
$104K
AIM
2415
Arcadia Investment Management
Michigan
$102K
MIM
2416
Manitou Investment Management
Ontario, Canada
$102K
BONH
2417
Bank of New Hampshire
New Hampshire
$102K
FFL
2418
Financial Freedom LLC
Ohio
$102K
MSWM
2419
Mowery & Schoenfeld Wealth Management
Illinois
$101K
FMTCOCP
2420
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$101K
SPL
2421
Saranac Partners Ltd
$101K
OPTFSNA
2422
Old Point Trust & Financial Services N A
Virginia
$99.2K
SVCP
2423
Silicon Valley Capital Partners
California
$98.4K
1IA
2424
1620 Investment Advisors
Massachusetts
$98.1K
FFA
2425
Frazier Financial Advisors
Ohio
$96.6K