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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
FNFDCM
601
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6M
PIM
602
Plato Investment Management
Australia
$5.98M
GT
603
Greenleaf Trust
Michigan
$5.98M
Bessemer Group
604
Bessemer Group
New Jersey
$5.97M
HCM
605
Hilton Capital Management
New York
$5.96M
RHIG
606
R.H. Investment Group
Arizona
$5.89M
BCV
607
Banque Cantonale Vaudoise
Switzerland
$5.89M
MSE
608
MUFG Securities EMEA
United Kingdom
$5.87M
BG
609
Bahl & Gaynor
Ohio
$5.86M
OIA
610
OneDigital Investment Advisors
Kansas
$5.83M
SW
611
Simplicity Wealth
New Jersey
$5.82M
BJL
612
Brighton Jones LLC
Washington
$5.79M
MYAM
613
Meiji Yasuda Asset Management
Japan
$5.79M
SF
614
Synovus Financial
Georgia
$5.77M
WANY
615
Wealthspire Advisors (New York)
New York
$5.77M
CCM
616
Coldstream Capital Management
Washington
$5.76M
PFGIA
617
Patriot Financial Group Insurance Agency
Massachusetts
$5.74M
CLGM
618
Capitolis Liquid Global Markets
New York
$5.64M
CAMG
619
CWA Asset Management Group
Florida
$5.63M
CIA
620
Concurrent Investment Advisors
Florida
$5.61M
MAS
621
Meeder Advisory Services
Ohio
$5.57M
DFCM
622
Dark Forest Capital Management
Puerto Rico
$5.52M
VC
623
Vestor Capital
Illinois
$5.49M
UBP
624
Union Bancaire Privee
Switzerland
$5.49M
EI
625
Ethic Inc
New York
$5.47M