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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: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
TPI
726
Trust Point Inc
Wisconsin
$3.98M
SG
727
Somerset Group
Minnesota
$3.98M
LWP
728
LMG Wealth Partners
Louisiana
$3.98M
QI
729
Qtron Investments
Massachusetts
$3.96M
VFA
730
Voya Financial Advisors
Connecticut
$3.95M
SIP
731
Stoneridge Investment Partners
Pennsylvania
$3.94M
VF
732
Vest Financial
Virginia
$3.94M
XT
733
XTX Topco
Cayman Islands
$3.94M
TCA
734
Transcend Capital Advisors
New Jersey
$3.94M
SJL
735
Shayne & Jacobs LLC
Tennessee
$3.94M
PFP
736
Pinnacle Financial Partners
Tennessee
$3.93M
BCM
737
Brookmont Capital Management
Texas
$3.91M
BCM
738
Brookstone Capital Management
Illinois
$3.91M
FT
739
Fiduciary Trust
Massachusetts
$3.9M
MGIA
740
Moneta Group Investment Advisors
Missouri
$3.89M
MYLI
741
Meiji Yasuda Life Insurance
Japan
$3.89M
MYIA
742
Mount Yale Investment Advisors
Colorado
$3.88M
CA
743
Cullinan Associates
Kentucky
$3.87M
LRWA
744
Long Run Wealth Advisors
New York
$3.86M
UHC
745
Union Heritage Capital
Michigan
$3.85M
MOS
746
MGO One Seven
Ohio
$3.83M
AWM
747
Angeles Wealth Management
California
$3.82M
SIG
748
Stonegate Investment Group
Alabama
$3.79M
4WM
749
44 Wealth Management
Oregon
$3.78M
SP
750
SWS Partners
Ohio
$3.78M