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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
JWCA
526
J.W. Cole Advisors
Florida
$8.34M
UAM
527
Unison Asset Management
Florida
$8.29M
GIM
528
Goelzer Investment Management
Indiana
$8.24M
OLA
529
Oliver Luxxe Assets
New Jersey
$8.17M
ATC
530
Argent Trust Co
Tennessee
$8.17M
SFI
531
Siemens Fonds Invest
Germany
$8.14M
WFC
532
Western Financial Corp
California
$8.11M
WIA
533
World Investment Advisors
California
$8.09M
Eagle Capital Management (New York)
534
Eagle Capital Management (New York)
New York
$8.07M
DWA
535
Dorsey Wright & Associates
California
$7.97M
HCM
536
Hutchinson Capital Management
California
$7.94M
WAM
537
Winslow Asset Management
Ohio
$7.89M
BC
538
Burney Company
Virginia
$7.87M
MSA
539
MUFG Securities Americas
New York
$7.84M
KWM
540
Kingsview Wealth Management
Oregon
$7.77M
QCG
541
Quadrant Capital Group
Ohio
$7.71M
AF
542
Alerus Financial
North Dakota
$7.66M
MIM
543
Morningstar Investment Management
Illinois
$7.62M
BBWA
544
Bell & Brown Wealth Advisors
California
$7.62M
CK
545
Cohen Klingenstein
New York
$7.62M
RCM
546
RNC Capital Management
California
$7.59M
HAI
547
Hennessy Advisors Inc
California
$7.54M
Assenagon Asset Management
548
Assenagon Asset Management
Luxembourg
$7.47M
NP
549
NorthRock Partners
Minnesota
$7.4M
Westfield Capital Management
550
Westfield Capital Management
Massachusetts
$7.39M