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Wells Fargo

2,646 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
2,646
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
RJA
2451
Ross\Johnson & Associates
Minnesota
$92.3K
HNW
2452
High Note Wealth
Minnesota
$92K
OIA
2453
Optimum Investment Advisors
Illinois
$90.2K
PW
2454
Pandora Wealth
Illinois
$88K
CAM
2455
Creekmur Asset Management
Illinois
$84.3K
OA
2456
Operose Advisors
Wisconsin
$83.8K
RAM
2457
Ramirez Asset Management
New York
$83.8K
BGA
2458
Battery Global Advisors
Massachusetts
$83.8K
BWM
2459
Bernard Wealth Management
Michigan
$83.5K
NFSG
2460
Newbridge Financial Services Group
Florida
$83.1K
KFP
2461
Keener Financial Planning
Texas
$83K
RFS
2462
Richardson Financial Services
Massachusetts
$82.3K
FDCP
2463
Foster Dykema Cabot & Partners
Massachusetts
$82.1K
IWM
2464
IMG Wealth Management
Florida
$78.8K
FMP
2465
Financial Management Professionals
Texas
$77.6K
BP
2466
BNP Paribas
France
$77.4K
FC
2467
Financial Consulate
Maryland
$76K
AT
2468
Arlington Trust
Alabama
$75.6K
SNB
2469
Security National Bank
Nebraska
$75.1K
CWM
2470
Crowley Wealth Management
Delaware
$75K
VFM
2471
Vision Financial Markets
Connecticut
$74.4K
IRC
2472
Investors Research Corp
Georgia
$73.7K
WA
2473
WPG Advisers
Maryland
$72.9K
SRCM
2474
Signature Resources Capital Management
California
$71.3K
NECFA
2475
New England Capital Financial Advisors
Connecticut
$70.3K