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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
ICM
876
Islay Capital Management
Texas
$2.64M
AFW
877
Avantra Family Wealth
Pennsylvania
$2.64M
TFS
878
Thoroughbred Financial Services
Tennessee
$2.64M
CI
879
Cigna Investments
Connecticut
$2.64M
JIC
880
Johnson Investment Counsel
Ohio
$2.63M
DWM
881
Dynasty Wealth Management
Florida
$2.63M
AIC
882
Argus Investors Counsel
New York
$2.63M
VVP
883
Venture Visionary Partners
Ohio
$2.62M
RBA
884
Richard Bernstein Advisors
New York
$2.62M
ACL
885
Applied Capital LLC
Florida
$2.61M
CHAM
886
Clear Harbor Asset Management
Connecticut
$2.61M
GAG
887
GM Advisory Group
New York
$2.59M
B
888
Bailard
California
$2.59M
SSW
889
Smith Shellnut Wilson
Mississippi
$2.59M
ZIC
890
ZWJ Investment Counsel
Georgia
$2.59M
PDL
891
Portfolio Design Labs
California
$2.56M
GIP
892
Granite Investment Partners
California
$2.56M
IWM
893
Iams Wealth Management
Nebraska
$2.56M
BRWA
894
B. Riley Wealth Advisors
Florida
$2.55M
APC
895
Aspire Private Capital
North Carolina
$2.55M
WGAM
896
Wilkinson Global Asset Management
New York
$2.55M
HI
897
Harbour Investments
Wisconsin
$2.53M
DWM
898
Diversify Wealth Management
Utah
$2.52M
MA
899
Mutual Advisors
Nebraska
$2.51M
SSI
900
Scott & Selber Inc
Texas
$2.51M