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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
NMIMC
526
Northwestern Mutual Investment Management Company
Wisconsin
$8.56M
CA
527
Clearstead Advisors
Ohio
$8.53M
AIMCA
528
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.39M
JWCA
529
J.W. Cole Advisors
Florida
$8.34M
UAM
530
Unison Asset Management
Florida
$8.29M
GIM
531
Goelzer Investment Management
Indiana
$8.24M
OLA
532
Oliver Luxxe Assets
New Jersey
$8.17M
ATC
533
Argent Trust Co
Tennessee
$8.17M
SFI
534
Siemens Fonds Invest
Germany
$8.14M
WFC
535
Western Financial Corp
California
$8.11M
WIA
536
World Investment Advisors
California
$8.09M
Eagle Capital Management (New York)
537
Eagle Capital Management (New York)
New York
$8.07M
DWA
538
Dorsey Wright & Associates
California
$7.97M
HCM
539
Hutchinson Capital Management
California
$7.94M
WAM
540
Winslow Asset Management
Ohio
$7.89M
BC
541
Burney Company
Virginia
$7.87M
MSA
542
MUFG Securities Americas
New York
$7.84M
KWM
543
Kingsview Wealth Management
Oregon
$7.77M
QCG
544
Quadrant Capital Group
Ohio
$7.71M
AF
545
Alerus Financial
North Dakota
$7.66M
MIM
546
Morningstar Investment Management
Illinois
$7.62M
BBWA
547
Bell & Brown Wealth Advisors
California
$7.62M
CK
548
Cohen Klingenstein
New York
$7.62M
RCM
549
RNC Capital Management
California
$7.59M
HAI
550
Hennessy Advisors Inc
California
$7.54M