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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
Envestnet Portfolio Solutions
476
Envestnet Portfolio Solutions
Illinois
$10.6M
YAM
477
Yacktman Asset Management
Texas
$10.6M
TI
478
Tidal Investments
Wisconsin
$10.4M
HP
479
Hikari Power
Japan
$10.4M
WAM
480
Weiss Asset Management
Massachusetts
$10.4M
GI
481
GLOBALT Investments
Georgia
$10.3M
CI Investments Inc
482
CI Investments Inc
Ontario, Canada
$10.3M
GH
483
GAM Holding
Switzerland
$10.2M
OAM
484
Oppenheimer Asset Management
New York
$10.2M
CRC
485
Curi RMB Capital
Illinois
$10.1M
TCM
486
Tufton Capital Management
Maryland
$10.1M
MPM
487
Meritage Portfolio Management
Kansas
$10.1M
CCA
488
Cobblestone Capital Advisors
New York
$10.1M
FFA
489
Farther Finance Advisors
California
$10.1M
ASN
490
Advisory Services Network
Georgia
$10.1M
ECM
491
Estabrook Capital Management
New York
$10M
TW
492
Trajan Wealth
Arizona
$9.93M
VSI
493
Verde Servicos Internacionais
Brazil
$9.93M
AC
494
Allstate Corporation
Illinois
$9.86M
DA
495
DCM Advisors
New York
$9.85M
TF
496
Talbot Financial
Washington
$9.83M
ALMGDA
497
AG2R La Mondiale Gestion d'Actifs
France
$9.72M
Vontobel Holding
498
Vontobel Holding
Switzerland
$9.68M
TWC
499
TD Waterhouse Canada
Ontario, Canada
$9.61M
SWP
500
Stratos Wealth Partners
Ohio
$9.58M