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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
TPCW
501
TD Private Client Wealth
New York
$9.44M
ClearBridge Investments
502
ClearBridge Investments
New York
$9.43M
Empower Advisory Group
503
Empower Advisory Group
Colorado
$9.42M
CG
504
Caprock Group
Idaho
$9.4M
STA
505
Summit Trail Advisors
New York
$9.4M
SA
506
Sicart Associates
New York
$9.4M
RIG
507
RiverFront Investment Group
Virginia
$9.32M
MAMU
508
Marathon Asset Management (UK)
United Kingdom
$9.2M
LCM
509
Logan Capital Management
Pennsylvania
$9.13M
SFS
510
Sowell Financial Services
Arkansas
$9.08M
MFG
511
Monte Financial Group
Connecticut
$9.07M
SC
512
Savant Capital
Illinois
$9.03M
TMAM
513
Tokio Marine Asset Management
Japan
$8.97M
CFLC
514
California First Leasing Corp
California
$8.92M
IWC
515
Integrated Wealth Concepts
Massachusetts
$8.82M
BBI
516
Baxter Bros Inc
Connecticut
$8.82M
DI
517
DKRT Investments
$8.8M
GAM
518
Gotham Asset Management
New York
$8.76M
Verition Fund Management
519
Verition Fund Management
Connecticut
$8.62M
VA
520
Vident Advisory
Georgia
$8.62M
WT
521
Whittier Trust
California
$8.6M
CA
522
Commerzbank Aktiengesellschaft
Germany
$8.6M
NMIMC
523
Northwestern Mutual Investment Management Company
Wisconsin
$8.56M
CA
524
Clearstead Advisors
Ohio
$8.53M
AIMCA
525
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.39M