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Wells Fargo

2,629 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, 1,068 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: $ → $

1.77% less ownership

Funds ownership: 76.3%74.53% (-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
2,629
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
SFA
326
Sequoia Financial Advisors
Ohio
$24.2M
Acadian Asset Management
327
Acadian Asset Management
Massachusetts
$24.2M
FCMC
328
Founders Capital Management (Connecticut)
Connecticut
$23.9M
Walleye Capital
329
Walleye Capital
New York
$23.9M
AIM
330
Achmea Investment Management
Netherlands
$23.8M
EF
331
Empowered Funds
Pennsylvania
$23.6M
AI
332
Atria Investments
North Carolina
$23.5M
SAM
333
SP Asset Management
California
$23M
HW
334
Hancock Whitney
Mississippi
$22.9M
Janney Montgomery Scott
335
Janney Montgomery Scott
Pennsylvania
$22.8M
William Blair & Company
336
William Blair & Company
Illinois
$22.8M
PTEAP
337
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$22.6M
MNA
338
Manning & Napier Advisors
New York
$22.2M
SDIC
339
South Dakota Investment Council
South Dakota
$22.2M
PE
340
Point72 Europe
United Kingdom
$22M
IIM
341
INTECH Investment Management
Florida
$22M
Kovitz Investment Group Partners
342
Kovitz Investment Group Partners
Illinois
$21.9M
Credit Agricole
343
Credit Agricole
France
$21.8M
AHB
344
Abner Herrman & Brock
New Jersey
$21.8M
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$21.5M
Lido Advisors
346
Lido Advisors
California
$21.4M
HIC
347
Harbor Island Capital
Massachusetts
$21.3M
IC
348
IEQ Capital
California
$20.9M
LAM
349
Lountzis Asset Management
Pennsylvania
$20.8M
SC
350
Scotia Capital
Ontario, Canada
$20.6M