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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
AA
876
AF Advisors
California
$2.69M
HT
877
HAP Trading
New York
$2.68M
BAAM
878
Baker Avenue Asset Management
California
$2.68M
CMTU
879
Capital Markets Trading (UK)
United Kingdom
$2.67M
JG
880
Jain Global
New York
$2.65M
AAM
881
Auxier Asset Management
Oregon
$2.65M
OWA
882
One Wealth Advisors
California
$2.65M
ICM
883
Islay Capital Management
Texas
$2.64M
AFW
884
Avantra Family Wealth
Pennsylvania
$2.64M
TFS
885
Thoroughbred Financial Services
Tennessee
$2.64M
CI
886
Cigna Investments
Connecticut
$2.64M
JIC
887
Johnson Investment Counsel
Ohio
$2.63M
DWM
888
Dynasty Wealth Management
Florida
$2.63M
AIC
889
Argus Investors Counsel
New York
$2.63M
VVP
890
Venture Visionary Partners
Ohio
$2.62M
RBA
891
Richard Bernstein Advisors
New York
$2.62M
ACL
892
Applied Capital LLC
Florida
$2.61M
CHAM
893
Clear Harbor Asset Management
Connecticut
$2.61M
GAG
894
GM Advisory Group
New York
$2.59M
B
895
Bailard
California
$2.59M
SSW
896
Smith Shellnut Wilson
Mississippi
$2.59M
ZIC
897
ZWJ Investment Counsel
Georgia
$2.59M
PDL
898
Portfolio Design Labs
California
$2.56M
GIP
899
Granite Investment Partners
California
$2.56M
IWM
900
Iams Wealth Management
Nebraska
$2.56M