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Wells Fargo

2,645 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, 1,076 increasing their positions, 962 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.76% less ownership

Funds ownership: 76.3%74.54% (-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
2,645
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 +$626M
2 +$453M
3 +$362M
4
JP Morgan Chase
JP Morgan Chase
New York
+$345M
5
Morgan Stanley
Morgan Stanley
New York
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
4WM
751
44 Wealth Management
Oregon
$3.78M
SP
752
SWS Partners
Ohio
$3.78M
WP
753
Waycross Partners
Kentucky
$3.77M
GIA
754
Gladstone Institutional Advisory
Florida
$3.74M
WF
755
Welch & Forbes
Massachusetts
$3.72M
VNIM
756
Vaughan Nelson Investment Management
Texas
$3.71M
JF
757
Jump Financial
Illinois
$3.71M
CIP
758
Convergence Investment Partners
Florida
$3.71M
FMI
759
F/M Investments
District of Columbia
$3.7M
SCM
760
Schnieders Capital Management
California
$3.69M
SSWM
761
Smith Salley Wealth Management
North Carolina
$3.68M
BP
762
Ballentine Partners
Massachusetts
$3.66M
PA
763
Profund Advisors
Maryland
$3.66M
BBHC
764
Brown Brothers Harriman & Co
New York
$3.66M
HFM
765
Harvest Fund Management
China
$3.66M
TCPW
766
Twin City Private Wealth
North Carolina
$3.66M
AWA
767
Arkadios Wealth Advisors
Georgia
$3.66M
SCI
768
S&CO Inc
Massachusetts
$3.65M
PCIA
769
Prime Capital Investment Advisors
Kansas
$3.64M
CIC
770
Cornercap Investment Counsel
Georgia
$3.6M
RSWM
771
Robertson Stephens Wealth Management
California
$3.59M
TBA
772
Tower Bridge Advisors
Pennsylvania
$3.58M
JFGIW
773
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.55M
I
774
InvesTrust
Oklahoma
$3.54M
PA
775
Parallel Advisors
California
$3.54M