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Wells Fargo

2,619 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, 1,064 increasing their positions, 950 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.81% less ownership

Funds ownership: 76.29%74.47% (-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
2,619
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
JFG
576
Jefferies Financial Group
New York
$6.78M
FLPIM
577
F.L. Putnam Investment Management
Massachusetts
$6.77M
KIG
578
Kessler Investment Group
Indiana
$6.75M
WJWM
579
Williams Jones Wealth Management
New York
$6.73M
VT
580
Vise Technologies
New York
$6.73M
HAG
581
HighPoint Advisor Group
Illinois
$6.72M
PAS
582
Point72 Asia (Singapore)
Singapore
$6.72M
AAIS
583
ABN AMRO Investment Solutions
$6.7M
GWMR
584
GC Wealth Management RIA
Massachusetts
$6.69M
GRP
585
Global Retirement Partners
California
$6.64M
TS
586
Triglav Skladi
Slovenia
$6.54M
MCM
587
Maltese Capital Management
New York
$6.5M
NSEDCP
588
NJ State Employees Deferred Compensation Plan
New Jersey
$6.45M
FNBOO
589
First National Bank of Omaha
Nebraska
$6.31M
AWM
590
Apollon Wealth Management
South Carolina
$6.3M
WDC
591
Woodward Diversified Capital
California
$6.28M
HWM
592
HighMark Wealth Management
Minnesota
$6.27M
CANC
593
Culbertson A N & Co
Virginia
$6.27M
WCM
594
Weik Capital Management
Pennsylvania
$6.15M
OCM
595
Olstein Capital Management
New York
$6.12M
AIP
596
Ameritas Investment Partners
Nebraska
$6.11M
AWM
597
Axxcess Wealth Management
California
$6.04M
RIM
598
Reliant Investment Management
Tennessee
$6.04M
ESBC
599
E.S. Barr & Co
Kentucky
$6.04M
SGA
600
Strategic Global Advisors
California
$6.01M