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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
TSW
401
Thompson Siegel & Walmsley
Virginia
$15.3M
PA
402
Pinnacle Associates
New York
$15.3M
SPIA
403
Steward Partners Investment Advisory
New York
$15.2M
MCM
404
MAI Capital Management
Ohio
$15.2M
AC
405
Annandale Capital
Texas
$15.1M
AWCI
406
Alpine Woods Capital Investors
New York
$14.9M
BMSSC
407
B. Metzler seel. Sohn & Co
Germany
$14.9M
ETC
408
Exchange Traded Concepts
Oklahoma
$14.9M
KOCAA
409
Knights of Columbus Asset Advisors
Connecticut
$14.9M
PEAK6
410
PEAK6
Illinois
$14.5M
MAM
411
Mark Asset Management
New York
$14.5M
NB
412
Norinchukin Bank
Japan
$14.4M
VLKIM
413
Van Lanschot Kempen Investment Management
Netherlands
$14.4M
NAM
414
NorthCrest Asset Manangement
Minnesota
$14.4M
SCM
415
SKBA Capital Management
California
$14.3M
FCH
416
Freestone Capital Holdings
Washington
$14.1M
LSERS
417
Louisiana State Employees Retirement System
Louisiana
$14.1M
CWA
418
Consilium Wealth Advisory
Texas
$14M
ATPW
419
Ashton Thomas Private Wealth
Arizona
$14M
GIBU
420
Gulf International Bank (UK)
United Kingdom
$13.9M
LMIM
421
Lockheed Martin Investment Management
Maryland
$13.8M
VanEck Associates
422
VanEck Associates
New York
$13.7M
GI
423
Gradient Investments
Minnesota
$13.7M
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$13.7M
AAA
425
Adams Asset Advisors
Texas
$13.5M