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Wells Fargo

2,629 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, 1,068 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: $ → $

1.77% less ownership

Funds ownership: 76.3%74.53% (-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
2,629
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
SWP
501
Stratos Wealth Partners
Ohio
$9.58M
RG
502
Rathbones Group
United Kingdom
$9.5M
Connor, Clark & Lunn Investment Management (CC&L)
503
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.47M
UCI
504
Uncommon Cents Investing
Wisconsin
$9.44M
TPCW
505
TD Private Client Wealth
New York
$9.44M
ClearBridge Investments
506
ClearBridge Investments
New York
$9.43M
Empower Advisory Group
507
Empower Advisory Group
Colorado
$9.42M
CG
508
Caprock Group
Idaho
$9.4M
STA
509
Summit Trail Advisors
New York
$9.4M
SA
510
Sicart Associates
New York
$9.4M
RIG
511
RiverFront Investment Group
Virginia
$9.32M
MAMU
512
Marathon Asset Management (UK)
United Kingdom
$9.2M
LCM
513
Logan Capital Management
Pennsylvania
$9.13M
SFS
514
Sowell Financial Services
Arkansas
$9.08M
MFG
515
Monte Financial Group
Connecticut
$9.07M
SC
516
Savant Capital
Illinois
$9.03M
TMAM
517
Tokio Marine Asset Management
Japan
$8.97M
CFLC
518
California First Leasing Corp
California
$8.92M
IWC
519
Integrated Wealth Concepts
Massachusetts
$8.82M
BBI
520
Baxter Bros Inc
Connecticut
$8.82M
DI
521
DKRT Investments
$8.8M
GAM
522
Gotham Asset Management
New York
$8.76M
Verition Fund Management
523
Verition Fund Management
Connecticut
$8.62M
VA
524
Vident Advisory
Georgia
$8.62M
WT
525
Whittier Trust
California
$8.6M