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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
HNB
676
Huntington National Bank
Ohio
$4.65M
PAM
677
Paradigm Asset Management
New York
$4.64M
LAM
678
L2 Asset Management
Massachusetts
$4.64M
IIM
679
Intact Investment Management
Quebec, Canada
$4.64M
OC
680
Oppenheimer & Co
New York
$4.62M
IA
681
IFP Advisors
Florida
$4.62M
PWG
682
Portside Wealth Group
Utah
$4.62M
WC
683
Wynn Capital
Georgia
$4.6M
VFA
684
Valeo Financial Advisors
Indiana
$4.59M
NG
685
Norden Group
Utah
$4.56M
SGI
686
Summit Global Investments
Utah
$4.53M
JHCP
687
Jackson Hole Capital Partners
Oklahoma
$4.52M
AC
688
Asio Capital
Kentucky
$4.51M
OBAM
689
ODDO BHF Asset Management
France
$4.5M
ABC
690
Associated Banc-Corp
Wisconsin
$4.45M
SW
691
SteelPeak Wealth
California
$4.44M
LNWWM
692
Laird Norton Wetherby Wealth Management
California
$4.43M
3IP
693
3Chopt Investment Partners
Virginia
$4.43M
GWM
694
Geneos Wealth Management
Colorado
$4.42M
LFM
695
LGT Fund Management
Liechtenstein
$4.41M
MNBTD
696
Moody National Bank Trust Division
Texas
$4.39M
HAG
697
HF Advisory Group
Maryland
$4.37M
WS
698
Wedbush Securities
California
$4.36M
FFN
699
Focus Financial Network
Minnesota
$4.35M
SICM
700
Sustainable Insight Capital Management
New York
$4.35M