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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
SG
726
Somerset Group
Minnesota
$3.98M
LWP
727
LMG Wealth Partners
Louisiana
$3.98M
QI
728
Qtron Investments
Massachusetts
$3.96M
VFA
729
Voya Financial Advisors
Connecticut
$3.95M
SIP
730
Stoneridge Investment Partners
Pennsylvania
$3.94M
VF
731
Vest Financial
Virginia
$3.94M
XT
732
XTX Topco
Cayman Islands
$3.94M
TCA
733
Transcend Capital Advisors
New Jersey
$3.94M
SJL
734
Shayne & Jacobs LLC
Tennessee
$3.94M
PFP
735
Pinnacle Financial Partners
Tennessee
$3.93M
BCM
736
Brookmont Capital Management
Texas
$3.91M
BCM
737
Brookstone Capital Management
Illinois
$3.91M
FT
738
Fiduciary Trust
Massachusetts
$3.9M
MGIA
739
Moneta Group Investment Advisors
Missouri
$3.89M
MYLI
740
Meiji Yasuda Life Insurance
Japan
$3.89M
MYIA
741
Mount Yale Investment Advisors
Colorado
$3.88M
CA
742
Cullinan Associates
Kentucky
$3.87M
LRWA
743
Long Run Wealth Advisors
New York
$3.86M
UHC
744
Union Heritage Capital
Michigan
$3.85M
MOS
745
MGO One Seven
Ohio
$3.83M
AWM
746
Angeles Wealth Management
California
$3.82M
SIG
747
Stonegate Investment Group
Alabama
$3.79M
4WM
748
44 Wealth Management
Oregon
$3.78M
SP
749
SWS Partners
Ohio
$3.78M
WP
750
Waycross Partners
Kentucky
$3.77M