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Wells Fargo

2,608 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, 1,060 increasing their positions, 943 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.74% less ownership

Funds ownership: 76.2%74.46% (-1.7%)

16% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.04B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.04B
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
GT
451
Glenview Trust
Kentucky
$11.5M
TAM
452
Tocqueville Asset Management
New York
$11.5M
HWM
453
HB Wealth Management
Georgia
$11.4M
Nomura Holdings
454
Nomura Holdings
Japan
$11.4M
DS
455
DRW Securities
Illinois
$11.4M
LOAMS
456
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.3M
FNBT
457
FineMark National Bank & Trust
Florida
$11.2M
IG
458
ING Group
Netherlands
$11.1M
PL
459
Parkwood LLC
Ohio
$11.1M
DILIC
460
Dai-ichi Life Insurance Company
Japan
$11M
NEAM
461
New England Asset Management
Connecticut
$11M
Hudson Bay Capital Management
462
Hudson Bay Capital Management
Connecticut
$11M
KPWS
463
Kestra Private Wealth Services
Texas
$11M
TW
464
TritonPoint Wealth
Maryland
$11M
PS
465
Principal Securities
Iowa
$11M
MHIC
466
Marble Harbor Investment Counsel
Massachusetts
$10.9M
LPT
467
Legacy Private Trust
Wisconsin
$10.9M
EF
468
Empirical Finance
Pennsylvania
$10.8M
SAM
469
Synergy Asset Management
Washington
$10.7M
HI
470
Horizon Investments
North Carolina
$10.7M
BCM
471
Blume Capital Management
California
$10.7M
GAM
472
Groupama Asset Management
France
$10.7M
Envestnet Portfolio Solutions
473
Envestnet Portfolio Solutions
Illinois
$10.6M
YAM
474
Yacktman Asset Management
Texas
$10.6M
TI
475
Tidal Investments
Wisconsin
$10.4M