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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
CIA
701
Cohen Investment Advisors
New Hampshire
$4.34M
QCIG
702
Quad-Cities Investment Group
Iowa
$4.34M
AWM
703
Avior Wealth Management
Nebraska
$4.33M
SF
704
Slagle Financial
Illinois
$4.33M
GLR
705
Great Lakes Retirement
Ohio
$4.32M
SF
706
Summit Financial
New Jersey
$4.32M
AFS
707
Aft Forsyth & Sober
Florida
$4.29M
CG
708
Cynosure Group
Utah
$4.29M
CCA
709
Checchi Capital Advisers
California
$4.28M
SIM
710
Stratos Investment Management
Ohio
$4.24M
Simplex Trading
711
Simplex Trading
Illinois
$4.19M
EH
712
Equitable Holdings
New York
$4.15M
MC
713
Moors & Cabot
Massachusetts
$4.15M
PBC
714
Pavion Blue Capital
California
$4.14M
SCM
715
SOL Capital Management
Maryland
$4.12M
NL
716
NVWM LLC
Pennsylvania
$4.1M
RFC
717
Regions Financial Corp
Alabama
$4.07M
SCA
718
Stonebridge Capital Advisors
Minnesota
$4.06M
CDDEC
719
Caisse Des Depots Et Consignations
France
$4.05M
ICM
720
IMS Capital Management
Oregon
$4.05M
CA
721
CSM Advisors
Pennsylvania
$4.03M
HTC
722
Haverford Trust Company
Pennsylvania
$4.01M
BBA
723
Baader Bank Aktiengesellschaft
Germany
$4M
AG
724
Ascent Group
Virginia
$3.99M
TPI
725
Trust Point Inc
Wisconsin
$3.98M