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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
SCA
851
Snowden Capital Advisors
New York
$2.82M
AWA
852
Aaron Wealth Advisors
Illinois
$2.81M
LAM
853
Lummis Asset Management
Texas
$2.8M
FRA
854
Frank Rimerman Advisors
California
$2.79M
GM
855
GeoWealth Management
Illinois
$2.79M
SLFPAM
856
St. Louis Financial Planners Asset Management
Missouri
$2.79M
BSI
857
Bennett Selby Investments
Maine
$2.78M
FNBSF
858
First National Bank Sioux Falls
South Dakota
$2.78M
AF
859
Ally Financial
Michigan
$2.77M
MWM
860
Massachusetts Wealth Management
Massachusetts
$2.74M
ACM
861
Aster Capital Management
United Arab Emirates
$2.72M
DW30
862
Drucker Wealth 3.0
New Jersey
$2.72M
AG
863
Advocate Group
Minnesota
$2.71M
MAWCM
864
Mine & Arao Wealth Creation & Management
California
$2.71M
SVWAG
865
Sound View Wealth Advisors Group
Georgia
$2.71M
NCM
866
Northside Capital Management
Oregon
$2.71M
SACTSONJ
867
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.7M
SC
868
Syon Capital
California
$2.69M
AA
869
AF Advisors
California
$2.69M
HT
870
HAP Trading
New York
$2.68M
BAAM
871
Baker Avenue Asset Management
California
$2.68M
CMTU
872
Capital Markets Trading (UK)
United Kingdom
$2.67M
JG
873
Jain Global
New York
$2.65M
AAM
874
Auxier Asset Management
Oregon
$2.65M
OWA
875
One Wealth Advisors
California
$2.65M