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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
M
2401
MOTCO
Texas
$141K
BHWM
2402
Bay Harbor Wealth Management
Maryland
$140K
CA
2403
Centerpoint Advisors
Massachusetts
$140K
RL
2404
Rogco LP
Oklahoma
$140K
LAMC
2405
Longview Asset Management (California)
California
$139K
TC
2406
Truvestments Capital
Florida
$138K
HWA
2407
Heritage Wealth Advisors
Virginia
$135K
PWMG
2408
Prestige Wealth Management Group
New Jersey
$134K
BWL
2409
Bogart Wealth LLC
Virginia
$133K
CYG
2410
Clean Yield Group
Vermont
$133K
WWA
2411
Wealth Watch Advisors
Colorado
$132K
HCM
2412
Hollencrest Capital Management
California
$131K
OAJ
2413
Ogorek Anthony Joseph
New York
$130K
RFG
2414
REAP Financial Group
Texas
$130K
MMCM
2415
Murphy & Mullick Capital Management
New York
$127K
ATC
2416
Adirondack Trust Company
New York
$127K
BHWM
2417
Beaird Harris Wealth Management
Texas
$126K
RF
2418
Rossby Financial
Florida
$125K
SWIM
2419
Smallwood Wealth Investment Management
New Jersey
$123K
WOSD
2420
WFA of San Diego
California
$122K
DWA
2421
Delos Wealth Advisors
Texas
$121K
UIA
2422
Ulland Investment Advisors
Minnesota
$120K
CWM
2423
Cranbrook Wealth Management
Michigan
$119K
CAM
2424
Clarity Asset Management
Iowa
$119K
SA
2425
SRH Advisors
Kansas
$117K