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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
2,627
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
BTI
801
Blue Trust Inc
Georgia
$3.25M
AC
802
Apella Capital
Connecticut
$3.24M
MMA
803
Miracle Mile Advisors
California
$3.23M
CFM
804
Catalyst Funds Management
Australia
$3.23M
EWM
805
Evercore Wealth Management
New York
$3.22M
SAM
806
Smartleaf Asset Management
Massachusetts
$3.22M
CCP
807
Cunning Capital Partners
North Carolina
$3.22M
GA
808
Guerra Advisors
Florida
$3.22M
GW
809
Griffith & Werner
Georgia
$3.21M
CICI
810
Capital Investment Counsel Inc
North Carolina
$3.2M
SLI
811
Sumitomo Life Insurance
Japan
$3.19M
WWA
812
WCG Wealth Advisors
Nevada
$3.19M
QIM
813
Quantitative Investment Management
Virginia
$3.18M
P
814
Pitcairn
Pennsylvania
$3.18M
CTC
815
Central Trust Company
Missouri
$3.17M
NW
816
Naviter Wealth
Arkansas
$3.16M
UAS
817
United Asset Strategies
New York
$3.16M
AGC
818
Aspen Grove Capital
Colorado
$3.16M
FSA
819
Franklin Street Advisors
North Carolina
$3.15M
FDP
820
Financiere des Professionnels
Quebec, Canada
$3.15M
YC
821
Yarbrough Capital
Tennessee
$3.14M
LCM
822
Legato Capital Management
California
$3.14M
CTC (Chicago Trading Company)
823
CTC (Chicago Trading Company)
Illinois
$3.14M
MSR
824
Main Street Research
Connecticut
$3.11M
AMM
825
American Money Management
California
$3.09M