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Wells Fargo

2,645 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, 962 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
2,645
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
PC
2701
Permanens Capital
New York
OAM
2702
Oxford Asset Management
United Kingdom
1C
2703
111 Capital
France
VSQM
2704
V-Square Quantitative Management
Illinois
SSA
2705
Schonfeld Strategic Advisors
New York
QOP
2706
Quinn Opportunity Partners
Virginia
RS
2707
R Squared
Hong Kong
CWMK
2708
Caliber Wealth Management (Kansas)
Kansas
TBWA
2709
Three Bridge Wealth Advisors
California
IA
2710
IFG Advisors
Missouri
SIG
2711
Sargent Investment Group
Maryland
HIMC
2712
Heritage Investors Management Corp
Maryland
SCM
2713
Stordahl Capital Management
Colorado
BWS
2714
Buck Wealth Strategies
Colorado
W
2715
Wealthquest
Ohio
WMP
2716
Wealth Management Partners
Arizona
MPM
2717
MBB Public Markets
Illinois
ANB
2718
Amarillo National Bank
Texas
HWMG
2719
Hurlow Wealth Management Group
Indiana
CS
2720
Candriam SCA
Luxembourg
TBT
2721
Texas Bank & Trust
Texas
VF
2722
Virtu Financial
New York
SOW
2723
State of Wyoming
Wyoming
CCAL
2724
City Center Advisors LLC
Michigan
CWM
2725
Challenger Wealth Management
California