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Wells Fargo

2,629 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,068 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: $ → $

1.77% less ownership

Funds ownership: 76.3%74.53% (-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
2,629
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
BW
651
Balance Wealth
Ohio
$5.05M
CP
652
Clayton Partners
California
$5.03M
CCMT
653
CMT Capital Markets Trading
Germany
$5M
CFB
654
Cullen/Frost Bankers
Texas
$5M
CAM
655
Chou Associates Management
Ontario, Canada
$4.99M
FFM
656
Forum Financial Management
Illinois
$4.99M
Fayez Sarofim & Co
657
Fayez Sarofim & Co
Texas
$4.97M
SCM
658
Sterling Capital Management
North Carolina
$4.96M
QCM
659
Qsemble Capital Management
New York
$4.93M
LIP
660
Lighthouse Investment Partners
Florida
$4.9M
RBI
661
Raiffeisen Bank International
Austria
$4.9M
SCM
662
Shelton Capital Management
Colorado
$4.86M
PCTC
663
Perkins Coie Trust Company
Washington
$4.85M
AAB
664
ABN AMRO Bank
Netherlands
$4.84M
PGFC
665
Peapack-Gladstone Financial Corp
New Jersey
$4.82M
PPW
666
Parcion Private Wealth
Washington
$4.81M
FI
667
Firetrail Investments
Australia
$4.81M
JIC
668
Joel Isaacson & Co
New York
$4.81M
GI
669
GAMMA Investing
California
$4.8M
BOS
670
Bank of Stockton
California
$4.79M
AAM
671
Advisors Asset Management
Colorado
$4.76M
SPC
672
Sigma Planning Corp
Michigan
$4.76M
SFM
673
Signet Financial Management
New Jersey
$4.75M
PMAM
674
Picton Mahoney Asset Management
Ontario, Canada
$4.73M
GP
675
Guardian Partners
Canada
$4.71M