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Wells Fargo

2,647 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
2,647
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
IBOK
2426
Independence Bank of Kentucky
Kentucky
$115K
C
2427
Covestor
United Kingdom
$114K
MEG
2428
Millstone Evans Group
Colorado
$113K
TFM
2429
TFC Financial Management
Massachusetts
$109K
TCM
2430
TruNorth Capital Management
Michigan
$109K
ANBT
2431
American National Bank & Trust
Texas
$108K
IRAG
2432
Investment Research & Advisory Group
Georgia
$108K
SA
2433
Strategic Advocates
Utah
$107K
TFGT
2434
TS Financial Group (TSFG)
Illinois
$106K
RWM
2435
RMG Wealth Management
Wisconsin
$106K
HCA
2436
Harbor Capital Advisors
Illinois
$105K
FLP
2437
Financial Life Planners
Arizona
$104K
CTB
2438
Country Trust Bank
Illinois
$104K
AIM
2439
Arcadia Investment Management
Michigan
$102K
BONH
2440
Bank of New Hampshire
New Hampshire
$102K
MIM
2441
Manitou Investment Management
Ontario, Canada
$102K
FFL
2442
Financial Freedom LLC
Ohio
$102K
MSWM
2443
Mowery & Schoenfeld Wealth Management
Illinois
$101K
FMTCOCP
2444
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$101K
SP
2445
Saranac Partners
$101K
OPTFSNA
2446
Old Point Trust & Financial Services N A
Virginia
$99.2K
SVCP
2447
Silicon Valley Capital Partners
California
$98.4K
1IA
2448
1620 Investment Advisors
Massachusetts
$98.1K
FFA
2449
Frazier Financial Advisors
Ohio
$96.6K
FP
2450
Financial Perspectives
Minnesota
$94K