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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
FP
2426
Financial Perspectives
Minnesota
$94K
RJA
2427
Ross\Johnson & Associates
Minnesota
$92.3K
HNW
2428
High Note Wealth
Minnesota
$92K
OIA
2429
Optimum Investment Advisors
Illinois
$90.2K
PW
2430
Pandora Wealth
Illinois
$88K
CAM
2431
Creekmur Asset Management
Illinois
$84.3K
BGA
2432
Battery Global Advisors
Massachusetts
$83.8K
OA
2433
Operose Advisors
Wisconsin
$83.8K
RAM
2434
Ramirez Asset Management
New York
$83.8K
BWM
2435
Bernard Wealth Management
Michigan
$83.5K
NFSG
2436
Newbridge Financial Services Group
Florida
$83.1K
KFP
2437
Keener Financial Planning
Texas
$83K
RFS
2438
Richardson Financial Services
Massachusetts
$82.3K
FDCP
2439
Foster Dykema Cabot & Partners
Massachusetts
$82.1K
IWM
2440
IMG Wealth Management
Florida
$78.8K
FMP
2441
Financial Management Professionals
Texas
$77.6K
BP
2442
BNP Paribas
France
$77.4K
FC
2443
Financial Consulate
Maryland
$76K
AT
2444
Arlington Trust
Alabama
$75.6K
SNB
2445
Security National Bank
Nebraska
$75.1K
CWM
2446
Crowley Wealth Management
Delaware
$75K
VFM
2447
Vision Financial Markets
Connecticut
$74.4K
IRC
2448
Investors Research Corp
Georgia
$73.7K
WA
2449
WPG Advisers
Maryland
$72.9K
SRCM
2450
Signature Resources Capital Management
California
$71.3K