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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: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
CCS
2676
Concentric Capital Strategies
Connecticut
DTL
2677
Dynamic Technology Lab
Singapore
BIG
2678
Brookwood Investment Group
Arizona
RAM
2679
Readystate Asset Management
Illinois
DC
2680
Defender Capital
North Carolina
TCM
2681
Traynor Capital Management
Pennsylvania
FPCP
2682
Fort Point Capital Partners
California
MS
2683
Maven Securities
Jersey
PC
2684
Permanens Capital
New York
OAM
2685
Oxford Asset Management
United Kingdom
1C
2686
111 Capital
France
VSQM
2687
V-Square Quantitative Management
Illinois
SSA
2688
Schonfeld Strategic Advisors
New York
QOP
2689
Quinn Opportunity Partners
Virginia
RS
2690
R Squared
Hong Kong
CWMK
2691
Caliber Wealth Management (Kansas)
Kansas
TBWA
2692
Three Bridge Wealth Advisors
California
IA
2693
IFG Advisors
Missouri
SIG
2694
Sargent Investment Group
Maryland
HIMC
2695
Heritage Investors Management Corp
Maryland
SCM
2696
Stordahl Capital Management
Colorado
BWS
2697
Buck Wealth Strategies
Colorado
W
2698
Wealthquest
Ohio
WMP
2699
Wealth Management Partners
Arizona
MPM
2700
MBB Public Markets
Illinois