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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
SGA
601
Strategic Global Advisors
California
$6.01M
VCA
602
Verdence Capital Advisors
Maryland
$6M
Luther King Capital Management (LKCM)
603
Luther King Capital Management (LKCM)
Texas
$6M
FNFDCM
604
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6M
PIM
605
Plato Investment Management
Australia
$5.98M
GT
606
Greenleaf Trust
Michigan
$5.98M
Bessemer Group
607
Bessemer Group
New Jersey
$5.97M
HCM
608
Hilton Capital Management
New York
$5.96M
RHIG
609
R.H. Investment Group
Arizona
$5.89M
BCV
610
Banque Cantonale Vaudoise
Switzerland
$5.89M
MSE
611
MUFG Securities EMEA
United Kingdom
$5.87M
BG
612
Bahl & Gaynor
Ohio
$5.86M
OIA
613
OneDigital Investment Advisors
Kansas
$5.83M
SW
614
Simplicity Wealth
New Jersey
$5.82M
BJL
615
Brighton Jones LLC
Washington
$5.79M
MYAM
616
Meiji Yasuda Asset Management
Japan
$5.79M
SF
617
Synovus Financial
Georgia
$5.77M
WANY
618
Wealthspire Advisors (New York)
New York
$5.77M
CCM
619
Coldstream Capital Management
Washington
$5.76M
PFGIA
620
Patriot Financial Group Insurance Agency
Massachusetts
$5.74M
CLGM
621
Capitolis Liquid Global Markets
New York
$5.64M
CAMG
622
CWA Asset Management Group
Florida
$5.63M
CIA
623
Concurrent Investment Advisors
Florida
$5.61M
MAS
624
Meeder Advisory Services
Ohio
$5.57M
DFCM
625
Dark Forest Capital Management
Puerto Rico
$5.52M