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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
LAMC
2401
Longview Asset Management (California)
California
$139K
TC
2402
Truvestments Capital
Florida
$138K
HWA
2403
Heritage Wealth Advisors
Virginia
$135K
PWMG
2404
Prestige Wealth Management Group
New Jersey
$134K
BWL
2405
Bogart Wealth LLC
Virginia
$133K
CYG
2406
Clean Yield Group
Vermont
$133K
WWA
2407
Wealth Watch Advisors
Colorado
$132K
HCM
2408
Hollencrest Capital Management
California
$131K
OAJ
2409
Ogorek Anthony Joseph
New York
$130K
RFG
2410
REAP Financial Group
Texas
$130K
MMCM
2411
Murphy & Mullick Capital Management
New York
$127K
ATC
2412
Adirondack Trust Company
New York
$127K
BHWM
2413
Beaird Harris Wealth Management
Texas
$126K
RF
2414
Rossby Financial
Florida
$125K
SWIM
2415
Smallwood Wealth Investment Management
New Jersey
$123K
WOSD
2416
WFA of San Diego
California
$122K
DWA
2417
Delos Wealth Advisors
Texas
$121K
UIA
2418
Ulland Investment Advisors
Minnesota
$120K
CWM
2419
Cranbrook Wealth Management
Michigan
$119K
CAM
2420
Clarity Asset Management
Iowa
$119K
SA
2421
SRH Advisors
Kansas
$117K
IBOK
2422
Independence Bank of Kentucky
Kentucky
$115K
C
2423
Covestor
United Kingdom
$114K
MEG
2424
Millstone Evans Group
Colorado
$113K
TFM
2425
TFC Financial Management
Massachusetts
$109K