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Wells Fargo

2,612 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,061 increasing their positions, 945 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.74% less ownership

Funds ownership: 76.2%74.46% (-1.7%)

16% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.04B

16% less funds holding in top 10

Funds holding in top 10: 9176 (-15)

Holders
2,612
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
$5.04B
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
RTL
2526
Red Tortoise LLC
Georgia
$28.2K
SIS
2527
Strategic Investment Solutions
Illinois
$27.9K
MAM
2528
Marquette Asset Management
Minnesota
$27.8K
RWA
2529
Redmont Wealth Advisors
Illinois
$26.8K
AIM
2530
Access Investment Management
Georgia
$26.5K
MDA
2531
Minot DeBlois Advisors
Massachusetts
$26.3K
NOI
2532
Newton One Investments
Delaware
$25.9K
RWS
2533
Retirement Wealth Solutions
Wisconsin
$25.8K
PSFG
2534
Park Square Financial Group
Georgia
$25.2K
BCM
2535
Berbice Capital Management
New York
$25.1K
DWM
2536
Dogwood Wealth Management
Kansas
$25.1K
TIAAOA
2537
Teachers Insurance & Annuity Association of America
New York
$24.5K
BGWM
2538
Bridge Generations Wealth Management
Florida
$23.5K
CCM
2539
Copeland Capital Management
Pennsylvania
$21.6K
TPBG
2540
Turning Point Benefit Group
Maryland
$21.6K
HB
2541
Horizon Bancorp
Indiana
$21K
CMP
2542
Coston McIsaac & Partners
Maine
$21K
EWP
2543
Elevation Wealth Partners
California
$19.7K
GF
2544
GGM Financials
Ohio
$19.4K
KA
2545
Kozak & Associates
Colorado
$18.9K
HHGA
2546
Halbert Hargrove Global Advisors
California
$18.3K
CWM
2547
Consultiva Wealth Management
Puerto Rico
$17.4K
QL
2548
Quarry LP
New York
$16.9K
WA
2549
Whipplewood Advisors
Colorado
$16.8K
ICCON
2550
Investment Counsel Company of Nevada
Nevada
$16.8K