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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
SCI
826
Stableford Capital II
Arizona
$3.07M
CPIG
827
Chicago Partners Investment Group
Illinois
$3.07M
WSFS
828
Wilmington Savings Fund Society
Delaware
$3.06M
NAS
829
NWF Advisory Services
California
$3.05M
WB
830
WesBanco Bank
West Virginia
$3.05M
SCM
831
Silvant Capital Management
Georgia
$3.02M
SS
832
SBI Securities
Japan
$3.02M
KWS
833
Keystone Wealth Services
California
$3.02M
MIM
834
Marco Investment Management
Georgia
$2.99M
FFO
835
Fiduciary Family Office
Florida
$2.98M
CAM
836
Cidel Asset Management
Ontario, Canada
$2.96M
EWM
837
Empirical Wealth Management
Washington
$2.93M
GSEP
838
Golden State Equity Partners
California
$2.91M
NB
839
NBT Bank
New York
$2.9M
FIA
840
Foundations Investment Advisors
Arizona
$2.89M
HCP
841
Holt Capital Partners
Texas
$2.88M
ECM
842
Evergreen Capital Management
Washington
$2.85M
MAM
843
Marotta Asset Management
Virginia
$2.85M
MGWM
844
Marks Group Wealth Management
Minnesota
$2.84M
GIA
845
GHP Investment Advisors
Colorado
$2.84M
HIM
846
Hillsdale Investment Management
Ontario, Canada
$2.83M
TWM
847
Tradition Wealth Management
Minnesota
$2.83M
ACA
848
Aptus Capital Advisors
Alabama
$2.83M
NAS
849
Nicolet Advisory Services
Wisconsin
$2.82M
TSWM
850
Triangle Securities Wealth Management
North Carolina
$2.82M