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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
CFD
2476
Creative Financial Designs
Indiana
$69.4K
WSCM
2477
Wellington Shields Capital Management
New York
$69.2K
PWMG
2478
Private Wealth Management Group
New Jersey
$68.7K
BL
2479
BFSG LLC
California
$68.6K
Q1WB
2480
Quest 10 Wealth Builders
Virginia
$68.2K
T
2481
TOBAM
France
$68K
MFT
2482
Moisand Fitzgerald Tamayo
Florida
$67.4K
ATC
2483
Advantage Trust Company
Kansas
$67.1K
BI
2484
Binnacle Investments
Iowa
$66.1K
FC
2485
Fairscale Capital
New Hampshire
$65.4K
TIM
2486
Tortoise Investment Management
New York
$63.8K
RFA
2487
Reyes Financial Architecture
California
$61K
HC
2488
Hoese & Co
Minnesota
$60.7K
MSWA
2489
Marshall & Sterling Wealth Advisors
New York
$59.8K
CCMW
2490
Cypress Capital Management (Wyoming)
Wyoming
$58.8K
MAM
2491
Meeder Asset Management
Ohio
$58.4K
MAM
2492
Morse Asset Management
Connecticut
$58.3K
HHMI
2493
Howard Hughes Medical Institute
Maryland
$57.7K
BC
2494
Bayforest Capital
United Kingdom
$57.7K
VWA
2495
Valued Wealth Advisors
Utah
$55.9K
Loomis, Sayles & Company
2496
Loomis, Sayles & Company
Massachusetts
$53.4K
LFASL
2497
Lugano Financial Advisors SA (LFA)
Switzerland
$53.2K
FGA
2498
Fortis Group Advisors
New Jersey
$52K
LC
2499
Lavaca Capital
Texas
$51.3K
HC
2500
Hurley Capital
New York
$50.4K