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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
LAM
676
L2 Asset Management
Massachusetts
$4.64M
IIM
677
Intact Investment Management
Quebec, Canada
$4.64M
OC
678
Oppenheimer & Co
New York
$4.62M
IA
679
IFP Advisors
Florida
$4.62M
PWG
680
Portside Wealth Group
Utah
$4.62M
WC
681
Wynn Capital
Georgia
$4.6M
VFA
682
Valeo Financial Advisors
Indiana
$4.59M
NG
683
Norden Group
Utah
$4.56M
SGI
684
Summit Global Investments
Utah
$4.53M
JHCP
685
Jackson Hole Capital Partners
Oklahoma
$4.52M
AC
686
Asio Capital
Kentucky
$4.51M
OBAM
687
ODDO BHF Asset Management
France
$4.5M
ABC
688
Associated Banc-Corp
Wisconsin
$4.45M
SW
689
SteelPeak Wealth
California
$4.44M
LNWWM
690
Laird Norton Wetherby Wealth Management
California
$4.43M
3IP
691
3Chopt Investment Partners
Virginia
$4.43M
GWM
692
Geneos Wealth Management
Colorado
$4.42M
LFM
693
LGT Fund Management
Liechtenstein
$4.41M
MNBTD
694
Moody National Bank Trust Division
Texas
$4.39M
HAG
695
HF Advisory Group
Maryland
$4.37M
WS
696
Wedbush Securities
California
$4.36M
FFN
697
Focus Financial Network
Minnesota
$4.35M
SICM
698
Sustainable Insight Capital Management
New York
$4.35M
CIA
699
Cohen Investment Advisors
New Hampshire
$4.34M
QCIG
700
Quad-Cities Investment Group
Iowa
$4.34M