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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
CIA
776
Choate Investment Advisors
Massachusetts
$3.5M
NAAA
777
New Age Alpha Advisors
New York
$3.49M
AFG
778
Atomi Financial Group
New York
$3.49M
BG
779
BDF Gestion
France
$3.47M
VAS
780
Vestmark Advisory Solutions
Massachusetts
$3.47M
PCA
781
Pallas Capital Advisors
Massachusetts
$3.46M
FG
782
Foster Group
Iowa
$3.46M
KIA
783
KCM Investment Advisors
California
$3.46M
TAMH
784
Taikang Asset Management (HK)
Hong Kong
$3.45M
ACI
785
Alpha Cubed Investments
California
$3.44M
GIC
786
Generali Investments CEE
Czech Republic
$3.44M
SDWIA
787
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.43M
TAM
788
Trust Asset Management
Texas
$3.43M
RCAG
789
Rehmann Capital Advisory Group
Michigan
$3.41M
OC
790
Oarsman Capital
Wisconsin
$3.41M
SG Americas Securities
791
SG Americas Securities
New York
$3.39M
FPWM
792
FSB Premier Wealth Management
Iowa
$3.39M
RA
793
RFG Advisory
Alabama
$3.38M
CAAS
794
Capital Asset Advisory Services
Michigan
$3.38M
Group One Trading
795
Group One Trading
Illinois
$3.37M
FCP
796
Fidelis Capital Partners
Florida
$3.35M
AC
797
Avestar Capital
New York
$3.33M
CIA
798
Capital Investment Advisors
Georgia
$3.27M
GC
799
Grimes & Company
Massachusetts
$3.26M
BTI
800
Blue Trust Inc
Georgia
$3.25M