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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 reducing their positions, and 128 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: $ → $

1.8% less ownership

Funds ownership: 76.3%74.5% (-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
2,627
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
RFG
2401
REAP Financial Group
Texas
$130K
MMCM
2402
Murphy & Mullick Capital Management
New York
$127K
ATC
2403
Adirondack Trust Company
New York
$127K
BHWM
2404
Beaird Harris Wealth Management
Texas
$126K
RF
2405
Rossby Financial
Florida
$125K
SWIM
2406
Smallwood Wealth Investment Management
New Jersey
$123K
DWA
2407
Delos Wealth Advisors
Texas
$121K
UIA
2408
Ulland Investment Advisors
Minnesota
$120K
CWM
2409
Cranbrook Wealth Management
Michigan
$119K
CAM
2410
Clarity Asset Management
Iowa
$119K
SA
2411
SRH Advisors
Kansas
$117K
IBOK
2412
Independence Bank of Kentucky
Kentucky
$115K
C
2413
Covestor
United Kingdom
$114K
MEG
2414
Millstone Evans Group
Colorado
$113K
TFM
2415
TFC Financial Management
Massachusetts
$109K
TCM
2416
TruNorth Capital Management
Michigan
$109K
ANBT
2417
American National Bank & Trust
Texas
$108K
IRAG
2418
Investment Research & Advisory Group
Georgia
$108K
SA
2419
Strategic Advocates
Utah
$107K
TFGT
2420
TS Financial Group (TSFG)
Illinois
$106K
RWM
2421
RMG Wealth Management
Wisconsin
$106K
HCA
2422
Harbor Capital Advisors
Illinois
$105K
FLP
2423
Financial Life Planners
Arizona
$104K
CTB
2424
Country Trust Bank
Illinois
$104K
AIM
2425
Arcadia Investment Management
Michigan
$102K