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Wells Fargo

2,627 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
2,627
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
AP
451
Americana Partners
Texas
$11.5M
DWT
452
Dorsey & Whitney Trust
South Dakota
$11.5M
VW
453
Veridan Wealth
Oregon
$11.5M
GT
454
Glenview Trust
Kentucky
$11.5M
TAM
455
Tocqueville Asset Management
New York
$11.5M
HWM
456
HB Wealth Management
Georgia
$11.4M
Nomura Holdings
457
Nomura Holdings
Japan
$11.4M
DS
458
DRW Securities
Illinois
$11.4M
LOAMS
459
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.3M
FNBT
460
FineMark National Bank & Trust
Florida
$11.2M
IG
461
ING Group
Netherlands
$11.1M
PL
462
Parkwood LLC
Ohio
$11.1M
DILIC
463
Dai-ichi Life Insurance Company
Japan
$11M
NEAM
464
New England Asset Management
Connecticut
$11M
Hudson Bay Capital Management
465
Hudson Bay Capital Management
Connecticut
$11M
KPWS
466
Kestra Private Wealth Services
Texas
$11M
TW
467
TritonPoint Wealth
Maryland
$11M
PS
468
Principal Securities
Iowa
$11M
MHIC
469
Marble Harbor Investment Counsel
Massachusetts
$10.9M
LPT
470
Legacy Private Trust
Wisconsin
$10.9M
EF
471
Empirical Finance
Pennsylvania
$10.8M
SAM
472
Synergy Asset Management
Washington
$10.7M
HI
473
Horizon Investments
North Carolina
$10.7M
BCM
474
Blume Capital Management
California
$10.7M
GAM
475
Groupama Asset Management
France
$10.7M