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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
VNIM
751
Vaughan Nelson Investment Management
Texas
$3.71M
JF
752
Jump Financial
Illinois
$3.71M
CIP
753
Convergence Investment Partners
Florida
$3.71M
FMI
754
F/M Investments
District of Columbia
$3.7M
SCM
755
Schnieders Capital Management
California
$3.69M
SSWM
756
Smith Salley Wealth Management
North Carolina
$3.68M
BP
757
Ballentine Partners
Massachusetts
$3.66M
PA
758
Profund Advisors
Maryland
$3.66M
BBHC
759
Brown Brothers Harriman & Co
New York
$3.66M
HFM
760
Harvest Fund Management
China
$3.66M
TCPW
761
Twin City Private Wealth
North Carolina
$3.66M
AWA
762
Arkadios Wealth Advisors
Georgia
$3.66M
SCI
763
S&CO Inc
Massachusetts
$3.65M
PCIA
764
Prime Capital Investment Advisors
Kansas
$3.64M
CIC
765
Cornercap Investment Counsel
Georgia
$3.6M
RSWM
766
Robertson Stephens Wealth Management
California
$3.59M
TBA
767
Tower Bridge Advisors
Pennsylvania
$3.58M
JFGIW
768
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.55M
I
769
InvesTrust
Oklahoma
$3.54M
PA
770
Parallel Advisors
California
$3.54M
BEI
771
Benjamin Edwards Inc
Missouri
$3.53M
WPC
772
White Pine Capital
Minnesota
$3.52M
ACM
773
Argyle Capital Management
Pennsylvania
$3.51M
CIA
774
Choate Investment Advisors
Massachusetts
$3.5M
NAAA
775
New Age Alpha Advisors
New York
$3.49M