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Wells Fargo

2,626 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
2,626
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
FC
2726
Family CFO
California
TCM
2727
Traub Capital Management
Massachusetts
PFG
2728
Putney Financial Group
California
CCM
2729
Carderock Capital Management
Maryland
AWM
2730
Atticus Wealth Management
Florida
GC
2731
Garde Capital
Washington
GC
2732
GFG Capital
Florida
OWA
2733
Opal Wealth Advisors
New York
PHK
2734
Point72 Hong Kong
Hong Kong
BOTPPF
2735
Board of the Pension Protection Fund
United Kingdom
IMC
2736
Investment Management Corporation
Virginia
MAFA
2737
MJT & Associates Financial Advisory
Minnesota
TIM
2738
Total Investment Management
Arizona
MAWAG
2739
Mid-American Wealth Advisory Group
Missouri
WCM
2740
WealthTrak Capital Management
Virginia
RAM
2741
Riggs Asset Management
Pennsylvania
SC
2742
Solstein Capital
California
Fuller & Thaler Asset Management
2743
Fuller & Thaler Asset Management
California
NRG
2744
Nemes Rush Group
Michigan
GWM
2745
Gitterman Wealth Management
New Jersey
EWA
2746
EQ Wealth Advisors
Texas
SC
2747
Stephens Consulting
Michigan
BFS
2748
Burkett Financial Services
South Carolina
KWM
2749
Kiker Wealth Management
Georgia
MPW
2750
MASECO Private Wealth