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Wells Fargo

2,646 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, 963 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: 76.31%74.55% (-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
2,646
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
AC
801
Avestar Capital
New York
$3.33M
CIA
802
Capital Investment Advisors
Georgia
$3.27M
GC
803
Grimes & Company
Massachusetts
$3.26M
BTI
804
Blue Trust Inc
Georgia
$3.25M
AC
805
Apella Capital
Connecticut
$3.24M
MMA
806
Miracle Mile Advisors
California
$3.23M
CFM
807
Catalyst Funds Management
Australia
$3.23M
EWM
808
Evercore Wealth Management
New York
$3.22M
SAM
809
Smartleaf Asset Management
Massachusetts
$3.22M
CCP
810
Cunning Capital Partners
North Carolina
$3.22M
GA
811
Guerra Advisors
Florida
$3.22M
GW
812
Griffith & Werner
Georgia
$3.21M
CICI
813
Capital Investment Counsel Inc
North Carolina
$3.2M
SLI
814
Sumitomo Life Insurance
Japan
$3.19M
WWA
815
WCG Wealth Advisors
Nevada
$3.19M
QIM
816
Quantitative Investment Management
Virginia
$3.18M
P
817
Pitcairn
Pennsylvania
$3.18M
CTC
818
Central Trust Company
Missouri
$3.17M
NW
819
Naviter Wealth
Arkansas
$3.16M
UAS
820
United Asset Strategies
New York
$3.16M
AGC
821
Aspen Grove Capital
Colorado
$3.16M
FSA
822
Franklin Street Advisors
North Carolina
$3.15M
FDP
823
Financiere des Professionnels
Quebec, Canada
$3.15M
YC
824
Yarbrough Capital
Tennessee
$3.14M
LCM
825
Legato Capital Management
California
$3.14M