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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
HAI
551
Hennessy Advisors Inc
California
$7.54M
Assenagon Asset Management
552
Assenagon Asset Management
Luxembourg
$7.47M
NP
553
NorthRock Partners
Minnesota
$7.4M
Westfield Capital Management
554
Westfield Capital Management
Massachusetts
$7.39M
GFA
555
Gifford Fong Associates
California
$7.38M
AAP
556
Arax Advisory Partners
Colorado
$7.35M
BS
557
Banco Santander
Spain
$7.32M
SI
558
Stephens Inc
Arkansas
$7.28M
BCCM
559
Black Cypress Capital Management
Florida
$7.18M
HCM
560
Hodges Capital Management
Texas
$7.16M
BFG
561
Beacon Financial Group
Texas
$7.14M
KRSITF
562
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.11M
MTIM
563
Marathon Trading Investment Management
Pennsylvania
$7.08M
MWM
564
Mission Wealth Management
California
$7.07M
BFG
565
Bleakley Financial Group
New Jersey
$7.07M
IAA
566
Independent Advisor Alliance
North Carolina
$7.04M
RWM
567
Ritholtz Wealth Management
New York
$6.98M
CA
568
Continental Advisors
Utah
$6.97M
Jacobs Levy Equity Management
569
Jacobs Levy Equity Management
New Jersey
$6.93M
GCM
570
Gibraltar Capital Management
Oklahoma
$6.92M
MCM
571
Mill Capital Management
North Carolina
$6.89M
TC
572
TownSquare Capital
Utah
$6.88M
MDCM
573
Morgan Dempsey Capital Management
Wisconsin
$6.88M
Capstone Investment Advisors
574
Capstone Investment Advisors
New York
$6.86M
DAS
575
DMKC Advisory Services
Iowa
$6.84M