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