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Wells Fargo

2,627 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, 1,067 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: $ → $

1.8% less ownership

Funds ownership: 76.3%74.5% (-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
2,627
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
SICM
701
Sustainable Insight Capital Management
New York
$4.35M
CIA
702
Cohen Investment Advisors
New Hampshire
$4.34M
QCIG
703
Quad-Cities Investment Group
Iowa
$4.34M
AWM
704
Avior Wealth Management
Nebraska
$4.33M
SF
705
Slagle Financial
Illinois
$4.33M
GLR
706
Great Lakes Retirement
Ohio
$4.32M
SF
707
Summit Financial
New Jersey
$4.32M
AFS
708
Aft Forsyth & Sober
Florida
$4.29M
CG
709
Cynosure Group
Utah
$4.29M
CCA
710
Checchi Capital Advisers
California
$4.28M
SIM
711
Stratos Investment Management
Ohio
$4.24M
Simplex Trading
712
Simplex Trading
Illinois
$4.19M
EH
713
Equitable Holdings
New York
$4.15M
MC
714
Moors & Cabot
Massachusetts
$4.15M
PBC
715
Pavion Blue Capital
California
$4.14M
SCM
716
SOL Capital Management
Maryland
$4.12M
NL
717
NVWM LLC
Pennsylvania
$4.1M
RFC
718
Regions Financial Corp
Alabama
$4.07M
SCA
719
Stonebridge Capital Advisors
Minnesota
$4.06M
CDDEC
720
Caisse Des Depots Et Consignations
France
$4.05M
ICM
721
IMS Capital Management
Oregon
$4.05M
CA
722
CSM Advisors
Pennsylvania
$4.03M
HTC
723
Haverford Trust Company
Pennsylvania
$4.01M
BBA
724
Baader Bank Aktiengesellschaft
Germany
$4M
AG
725
Ascent Group
Virginia
$3.99M