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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
CFM
801
Catalyst Funds Management
Australia
$3.23M
EWM
802
Evercore Wealth Management
New York
$3.22M
SAM
803
Smartleaf Asset Management
Massachusetts
$3.22M
CCP
804
Cunning Capital Partners
North Carolina
$3.22M
GA
805
Guerra Advisors
Florida
$3.22M
GW
806
Griffith & Werner
Georgia
$3.21M
CICI
807
Capital Investment Counsel Inc
North Carolina
$3.2M
SLI
808
Sumitomo Life Insurance
Japan
$3.19M
WWA
809
WCG Wealth Advisors
Nevada
$3.19M
QIM
810
Quantitative Investment Management
Virginia
$3.18M
P
811
Pitcairn
Pennsylvania
$3.18M
CTC
812
Central Trust Company
Missouri
$3.17M
NW
813
Naviter Wealth
Arkansas
$3.16M
UAS
814
United Asset Strategies
New York
$3.16M
AGC
815
Aspen Grove Capital
Colorado
$3.16M
FSA
816
Franklin Street Advisors
North Carolina
$3.15M
FDP
817
Financiere des Professionnels
Quebec, Canada
$3.15M
YC
818
Yarbrough Capital
Tennessee
$3.14M
LCM
819
Legato Capital Management
California
$3.14M
MSR
820
Main Street Research
Connecticut
$3.11M
AMM
821
American Money Management
California
$3.09M
SWP
822
Sagespring Wealth Partners
Tennessee
$3.09M
CPC
823
Congress Park Capital
New York
$3.08M
PTCG
824
Pring Turner Capital Group
California
$3.08M
LS
825
Livforsakringsbolaget Skandia
Sweden
$3.07M