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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
LDB
676
Lee, Danner & Bass
Tennessee
$4.7M
LBC
677
Lowe Brockenbrough & Co
Virginia
$4.7M
HNB
678
Huntington National Bank
Ohio
$4.65M
PAM
679
Paradigm Asset Management
New York
$4.64M
LAM
680
L2 Asset Management
Massachusetts
$4.64M
IIM
681
Intact Investment Management
Quebec, Canada
$4.64M
OC
682
Oppenheimer & Co
New York
$4.62M
IA
683
IFP Advisors
Florida
$4.62M
PWG
684
Portside Wealth Group
Utah
$4.62M
WC
685
Wynn Capital
Georgia
$4.6M
VFA
686
Valeo Financial Advisors
Indiana
$4.59M
NG
687
Norden Group
Utah
$4.56M
SGI
688
Summit Global Investments
Utah
$4.53M
JHCP
689
Jackson Hole Capital Partners
Oklahoma
$4.52M
AC
690
Asio Capital
Kentucky
$4.51M
OBAM
691
ODDO BHF Asset Management
France
$4.5M
ABC
692
Associated Banc-Corp
Wisconsin
$4.45M
SW
693
SteelPeak Wealth
California
$4.44M
LNWWM
694
Laird Norton Wetherby Wealth Management
California
$4.43M
3IP
695
3Chopt Investment Partners
Virginia
$4.43M
GWM
696
Geneos Wealth Management
Colorado
$4.42M
LFM
697
LGT Fund Management
Liechtenstein
$4.41M
MNBTD
698
Moody National Bank Trust Division
Texas
$4.39M
HAG
699
HF Advisory Group
Maryland
$4.37M
WS
700
Wedbush Securities
California
$4.36M