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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
KIG
576
Kessler Investment Group
Indiana
$6.75M
WJWM
577
Williams Jones Wealth Management
New York
$6.73M
VT
578
Vise Technologies
New York
$6.73M
HAG
579
HighPoint Advisor Group
Illinois
$6.72M
PAS
580
Point72 Asia (Singapore)
Singapore
$6.72M
AAIS
581
ABN AMRO Investment Solutions
$6.7M
GWMR
582
GC Wealth Management RIA
Massachusetts
$6.69M
GRP
583
Global Retirement Partners
California
$6.64M
TS
584
Triglav Skladi
Slovenia
$6.54M
MCM
585
Maltese Capital Management
New York
$6.5M
NSEDCP
586
NJ State Employees Deferred Compensation Plan
New Jersey
$6.45M
FNBOO
587
First National Bank of Omaha
Nebraska
$6.31M
AWM
588
Apollon Wealth Management
South Carolina
$6.3M
WDC
589
Woodward Diversified Capital
California
$6.28M
HWM
590
HighMark Wealth Management
Minnesota
$6.27M
CANC
591
Culbertson A N & Co
Virginia
$6.27M
WCM
592
Weik Capital Management
Pennsylvania
$6.15M
OCM
593
Olstein Capital Management
New York
$6.12M
AIP
594
Ameritas Investment Partners
Nebraska
$6.11M
AWM
595
Axxcess Wealth Management
California
$6.04M
RIM
596
Reliant Investment Management
Tennessee
$6.04M
ESBC
597
E.S. Barr & Co
Kentucky
$6.04M
SGA
598
Strategic Global Advisors
California
$6.01M
VCA
599
Verdence Capital Advisors
Maryland
$6M
Luther King Capital Management (LKCM)
600
Luther King Capital Management (LKCM)
Texas
$6M