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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
TCM
2426
TruNorth Capital Management
Michigan
$109K
ANBT
2427
American National Bank & Trust
Texas
$108K
IRAG
2428
Investment Research & Advisory Group
Georgia
$108K
SA
2429
Strategic Advocates
Utah
$107K
TFGT
2430
TS Financial Group (TSFG)
Illinois
$106K
RWM
2431
RMG Wealth Management
Wisconsin
$106K
HCA
2432
Harbor Capital Advisors
Illinois
$105K
FLP
2433
Financial Life Planners
Arizona
$104K
CTB
2434
Country Trust Bank
Illinois
$104K
AIM
2435
Arcadia Investment Management
Michigan
$102K
MIM
2436
Manitou Investment Management
Ontario, Canada
$102K
BONH
2437
Bank of New Hampshire
New Hampshire
$102K
FFL
2438
Financial Freedom LLC
Ohio
$102K
MSWM
2439
Mowery & Schoenfeld Wealth Management
Illinois
$101K
FMTCOCP
2440
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$101K
SP
2441
Saranac Partners
$101K
OPTFSNA
2442
Old Point Trust & Financial Services N A
Virginia
$99.2K
SVCP
2443
Silicon Valley Capital Partners
California
$98.4K
1IA
2444
1620 Investment Advisors
Massachusetts
$98.1K
FFA
2445
Frazier Financial Advisors
Ohio
$96.6K
FP
2446
Financial Perspectives
Minnesota
$94K
RJA
2447
Ross\Johnson & Associates
Minnesota
$92.3K
HNW
2448
High Note Wealth
Minnesota
$92K
OIA
2449
Optimum Investment Advisors
Illinois
$90.2K
PW
2450
Pandora Wealth
Illinois
$88K