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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
Q1WB
2476
Quest 10 Wealth Builders
Virginia
$68.2K
T
2477
TOBAM
France
$68K
MFT
2478
Moisand Fitzgerald Tamayo
Florida
$67.4K
ATC
2479
Advantage Trust Company
Kansas
$67.1K
BI
2480
Binnacle Investments
Iowa
$66.1K
FC
2481
Fairscale Capital
New Hampshire
$65.4K
TIM
2482
Tortoise Investment Management
New York
$63.8K
RFA
2483
Reyes Financial Architecture
California
$61K
HC
2484
Hoese & Co
Minnesota
$60.7K
MSWA
2485
Marshall & Sterling Wealth Advisors
New York
$59.8K
CCMW
2486
Cypress Capital Management (Wyoming)
Wyoming
$58.8K
MAM
2487
Meeder Asset Management
Ohio
$58.4K
MAM
2488
Morse Asset Management
Connecticut
$58.3K
HHMI
2489
Howard Hughes Medical Institute
Maryland
$57.7K
BC
2490
Bayforest Capital
United Kingdom
$57.7K
VWA
2491
Valued Wealth Advisors
Utah
$55.9K
Loomis, Sayles & Company
2492
Loomis, Sayles & Company
Massachusetts
$53.4K
LFASL
2493
Lugano Financial Advisors SA (LFA)
Switzerland
$53.2K
FGA
2494
Fortis Group Advisors
New Jersey
$52K
LC
2495
Lavaca Capital
Texas
$51.3K
HC
2496
Hurley Capital
New York
$50.4K
AWM
2497
AllSquare Wealth Management
New York
$50.3K
FWM
2498
FSA Wealth Management
Massachusetts
$50.2K
WCAMG
2499
Woodard & Company Asset Management Group
North Carolina
$49.3K
PFA
2500
Pathway Financial Advisers
Indiana
$48.4K