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Wells Fargo

2,617 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, 1,063 increasing their positions, 948 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.73% less ownership

Funds ownership: 76.2%74.47% (-1.7%)

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
2,617
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
UCI
501
Uncommon Cents Investing
Wisconsin
$9.44M
TPCW
502
TD Private Client Wealth
New York
$9.44M
ClearBridge Investments
503
ClearBridge Investments
New York
$9.43M
Empower Advisory Group
504
Empower Advisory Group
Colorado
$9.42M
CG
505
Caprock Group
Idaho
$9.4M
STA
506
Summit Trail Advisors
New York
$9.4M
SA
507
Sicart Associates
New York
$9.4M
RIG
508
RiverFront Investment Group
Virginia
$9.32M
MAMU
509
Marathon Asset Management (UK)
United Kingdom
$9.2M
LCM
510
Logan Capital Management
Pennsylvania
$9.13M
SFS
511
Sowell Financial Services
Arkansas
$9.08M
MFG
512
Monte Financial Group
Connecticut
$9.07M
SC
513
Savant Capital
Illinois
$9.03M
TMAM
514
Tokio Marine Asset Management
Japan
$8.97M
CFLC
515
California First Leasing Corp
California
$8.92M
IWC
516
Integrated Wealth Concepts
Massachusetts
$8.82M
BBI
517
Baxter Bros Inc
Connecticut
$8.82M
DI
518
DKRT Investments
$8.8M
GAM
519
Gotham Asset Management
New York
$8.76M
Verition Fund Management
520
Verition Fund Management
Connecticut
$8.62M
VA
521
Vident Advisory
Georgia
$8.62M
WT
522
Whittier Trust
California
$8.6M
CA
523
Commerzbank Aktiengesellschaft
Germany
$8.6M
NMIMC
524
Northwestern Mutual Investment Management Company
Wisconsin
$8.56M
CA
525
Clearstead Advisors
Ohio
$8.53M