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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
GIA
751
Gladstone Institutional Advisory
Florida
$3.74M
WF
752
Welch & Forbes
Massachusetts
$3.72M
VNIM
753
Vaughan Nelson Investment Management
Texas
$3.71M
JF
754
Jump Financial
Illinois
$3.71M
CIP
755
Convergence Investment Partners
Florida
$3.71M
FMI
756
F/M Investments
District of Columbia
$3.7M
SCM
757
Schnieders Capital Management
California
$3.69M
SSWM
758
Smith Salley Wealth Management
North Carolina
$3.68M
BP
759
Ballentine Partners
Massachusetts
$3.66M
PA
760
Profund Advisors
Maryland
$3.66M
BBHC
761
Brown Brothers Harriman & Co
New York
$3.66M
HFM
762
Harvest Fund Management
China
$3.66M
TCPW
763
Twin City Private Wealth
North Carolina
$3.66M
AWA
764
Arkadios Wealth Advisors
Georgia
$3.66M
SCI
765
S&CO Inc
Massachusetts
$3.65M
PCIA
766
Prime Capital Investment Advisors
Kansas
$3.64M
CIC
767
Cornercap Investment Counsel
Georgia
$3.6M
RSWM
768
Robertson Stephens Wealth Management
California
$3.59M
TBA
769
Tower Bridge Advisors
Pennsylvania
$3.58M
JFGIW
770
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.55M
I
771
InvesTrust
Oklahoma
$3.54M
PA
772
Parallel Advisors
California
$3.54M
BEI
773
Benjamin Edwards Inc
Missouri
$3.53M
WPC
774
White Pine Capital
Minnesota
$3.52M
ACM
775
Argyle Capital Management
Pennsylvania
$3.51M