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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 reducing their positions, and 128 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: $ → $

1.8% less ownership

Funds ownership: 76.3%74.5% (-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
2,627
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 +$647M
2 +$468M
3 +$375M
4
JP Morgan Chase
JP Morgan Chase
New York
+$356M
5
Morgan Stanley
Morgan Stanley
New York
+$340M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
2476
Cypress Capital Management (Wyoming)
Wyoming
$58.8K
MAM
2477
Meeder Asset Management
Ohio
$58.4K
MAM
2478
Morse Asset Management
Connecticut
$58.3K
HHMI
2479
Howard Hughes Medical Institute
Maryland
$57.7K
BC
2480
Bayforest Capital
United Kingdom
$57.7K
VWA
2481
Valued Wealth Advisors
Utah
$55.9K
Loomis, Sayles & Company
2482
Loomis, Sayles & Company
Massachusetts
$53.4K
LFASL
2483
Lugano Financial Advisors SA (LFA)
Switzerland
$53.2K
FGA
2484
Fortis Group Advisors
New Jersey
$52K
LC
2485
Lavaca Capital
Texas
$51.3K
HC
2486
Hurley Capital
New York
$50.4K
AWM
2487
AllSquare Wealth Management
New York
$50.3K
FWM
2488
FSA Wealth Management
Massachusetts
$50.2K
WCAMG
2489
Woodard & Company Asset Management Group
North Carolina
$49.3K
PFA
2490
Pathway Financial Advisers
Indiana
$48.4K
BC
2491
Barrett & Company
Rhode Island
$48.4K
BAM
2492
Byrne Asset Management
New Jersey
$47.9K
JFG
2493
JDM Financial Group
Texas
$47.6K
SJIM
2494
St. Johns Investment Management
Florida
$46.4K
BTD
2495
BankPlus Trust Department
Mississippi
$46K
TWD
2496
True Wealth Design
Ohio
$46K
SC
2497
Stance Capital
Massachusetts
$45.8K
PPC
2498
Park Place Capital
Alabama
$45.3K
QWM
2499
Quaker Wealth Management
New Jersey
$44.6K
VWM
2500
Valley Wealth Managers
New Jersey
$44.5K