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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
AFG
776
Atomi Financial Group
New York
$3.49M
BG
777
BDF Gestion
France
$3.47M
VAS
778
Vestmark Advisory Solutions
Massachusetts
$3.47M
PCA
779
Pallas Capital Advisors
Massachusetts
$3.46M
FG
780
Foster Group
Iowa
$3.46M
KIA
781
KCM Investment Advisors
California
$3.46M
TAMH
782
Taikang Asset Management (HK)
Hong Kong
$3.45M
ACI
783
Alpha Cubed Investments
California
$3.44M
GIC
784
Generali Investments CEE
Czech Republic
$3.44M
SDWIA
785
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.43M
TAM
786
Trust Asset Management
Texas
$3.43M
RCAG
787
Rehmann Capital Advisory Group
Michigan
$3.41M
OC
788
Oarsman Capital
Wisconsin
$3.41M
SG Americas Securities
789
SG Americas Securities
New York
$3.39M
FPWM
790
FSB Premier Wealth Management
Iowa
$3.39M
RA
791
RFG Advisory
Alabama
$3.38M
CAAS
792
Capital Asset Advisory Services
Michigan
$3.38M
Group One Trading
793
Group One Trading
Illinois
$3.37M
FCP
794
Fidelis Capital Partners
Florida
$3.35M
AC
795
Avestar Capital
New York
$3.33M
CIA
796
Capital Investment Advisors
Georgia
$3.27M
GC
797
Grimes & Company
Massachusetts
$3.26M
BTI
798
Blue Trust Inc
Georgia
$3.25M
AC
799
Apella Capital
Connecticut
$3.24M
MMA
800
Miracle Mile Advisors
California
$3.23M