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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
Assenagon Asset Management
551
Assenagon Asset Management
Luxembourg
$7.47M
NP
552
NorthRock Partners
Minnesota
$7.4M
Westfield Capital Management
553
Westfield Capital Management
Massachusetts
$7.39M
GFA
554
Gifford Fong Associates
California
$7.38M
AAP
555
Arax Advisory Partners
Colorado
$7.35M
BS
556
Banco Santander
Spain
$7.32M
SI
557
Stephens Inc
Arkansas
$7.28M
BCCM
558
Black Cypress Capital Management
Florida
$7.18M
HCM
559
Hodges Capital Management
Texas
$7.16M
BFG
560
Beacon Financial Group
Texas
$7.14M
KRSITF
561
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.11M
MTIM
562
Marathon Trading Investment Management
Pennsylvania
$7.08M
MWM
563
Mission Wealth Management
California
$7.07M
BFG
564
Bleakley Financial Group
New Jersey
$7.07M
IAA
565
Independent Advisor Alliance
North Carolina
$7.04M
RWM
566
Ritholtz Wealth Management
New York
$6.98M
CA
567
Continental Advisors
Utah
$6.97M
Jacobs Levy Equity Management
568
Jacobs Levy Equity Management
New Jersey
$6.93M
GCM
569
Gibraltar Capital Management
Oklahoma
$6.92M
MCM
570
Mill Capital Management
North Carolina
$6.89M
TC
571
TownSquare Capital
Utah
$6.88M
MDCM
572
Morgan Dempsey Capital Management
Wisconsin
$6.88M
Capstone Investment Advisors
573
Capstone Investment Advisors
New York
$6.86M
DAS
574
DMKC Advisory Services
Iowa
$6.84M
WAS
575
Wesleyan Assurance Society
United Kingdom
$6.83M