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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
QI
726
Qtron Investments
Massachusetts
$3.96M
VFA
727
Voya Financial Advisors
Connecticut
$3.95M
SIP
728
Stoneridge Investment Partners
Pennsylvania
$3.94M
VF
729
Vest Financial
Virginia
$3.94M
XT
730
XTX Topco
Cayman Islands
$3.94M
TCA
731
Transcend Capital Advisors
New Jersey
$3.94M
SJL
732
Shayne & Jacobs LLC
Tennessee
$3.94M
PFP
733
Pinnacle Financial Partners
Tennessee
$3.93M
BCM
734
Brookmont Capital Management
Texas
$3.91M
BCM
735
Brookstone Capital Management
Illinois
$3.91M
FT
736
Fiduciary Trust
Massachusetts
$3.9M
MGIA
737
Moneta Group Investment Advisors
Missouri
$3.89M
MYLI
738
Meiji Yasuda Life Insurance
Japan
$3.89M
MYIA
739
Mount Yale Investment Advisors
Colorado
$3.88M
CA
740
Cullinan Associates
Kentucky
$3.87M
LRWA
741
Long Run Wealth Advisors
New York
$3.86M
UHC
742
Union Heritage Capital
Michigan
$3.85M
MOS
743
MGO One Seven
Ohio
$3.83M
AWM
744
Angeles Wealth Management
California
$3.82M
SIG
745
Stonegate Investment Group
Alabama
$3.79M
4WM
746
44 Wealth Management
Oregon
$3.78M
SP
747
SWS Partners
Ohio
$3.78M
WP
748
Waycross Partners
Kentucky
$3.77M
GIA
749
Gladstone Institutional Advisory
Florida
$3.74M
WF
750
Welch & Forbes
Massachusetts
$3.72M