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Wells Fargo

2,619 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, 1,064 increasing their positions, 950 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.81% less ownership

Funds ownership: 76.29%74.47% (-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
2,619
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
ACA
851
Aptus Capital Advisors
Alabama
$2.83M
NAS
852
Nicolet Advisory Services
Wisconsin
$2.82M
TSWM
853
Triangle Securities Wealth Management
North Carolina
$2.82M
SCA
854
Snowden Capital Advisors
New York
$2.82M
AWA
855
Aaron Wealth Advisors
Illinois
$2.81M
LAM
856
Lummis Asset Management
Texas
$2.8M
FRA
857
Frank Rimerman Advisors
California
$2.79M
GM
858
GeoWealth Management
Illinois
$2.79M
SLFPAM
859
St. Louis Financial Planners Asset Management
Missouri
$2.79M
BSI
860
Bennett Selby Investments
Maine
$2.78M
FNBSF
861
First National Bank Sioux Falls
South Dakota
$2.78M
AF
862
Ally Financial
Michigan
$2.77M
MWM
863
Massachusetts Wealth Management
Massachusetts
$2.74M
ACM
864
Aster Capital Management
United Arab Emirates
$2.72M
DW30
865
Drucker Wealth 3.0
New Jersey
$2.72M
AG
866
Advocate Group
Minnesota
$2.71M
MAWCM
867
Mine & Arao Wealth Creation & Management
California
$2.71M
SVWAG
868
Sound View Wealth Advisors Group
Georgia
$2.71M
NCM
869
Northside Capital Management
Oregon
$2.71M
SACTSONJ
870
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.7M
SC
871
Syon Capital
California
$2.69M
AA
872
AF Advisors
California
$2.69M
HT
873
HAP Trading
New York
$2.68M
BAAM
874
Baker Avenue Asset Management
California
$2.68M
CMTU
875
Capital Markets Trading (UK)
United Kingdom
$2.67M