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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
2,627
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
CMTU
876
Capital Markets Trading (UK)
United Kingdom
$2.67M
JG
877
Jain Global
New York
$2.65M
AAM
878
Auxier Asset Management
Oregon
$2.65M
OWA
879
One Wealth Advisors
California
$2.65M
ICM
880
Islay Capital Management
Texas
$2.64M
AFW
881
Avantra Family Wealth
Pennsylvania
$2.64M
TFS
882
Thoroughbred Financial Services
Tennessee
$2.64M
CI
883
Cigna Investments
Connecticut
$2.64M
JIC
884
Johnson Investment Counsel
Ohio
$2.63M
DWM
885
Dynasty Wealth Management
Florida
$2.63M
AIC
886
Argus Investors Counsel
New York
$2.63M
VVP
887
Venture Visionary Partners
Ohio
$2.62M
RBA
888
Richard Bernstein Advisors
New York
$2.62M
ACL
889
Applied Capital LLC
Florida
$2.61M
CHAM
890
Clear Harbor Asset Management
Connecticut
$2.61M
GAG
891
GM Advisory Group
New York
$2.59M
B
892
Bailard
California
$2.59M
SSW
893
Smith Shellnut Wilson
Mississippi
$2.59M
ZIC
894
ZWJ Investment Counsel
Georgia
$2.59M
PDL
895
Portfolio Design Labs
California
$2.56M
GIP
896
Granite Investment Partners
California
$2.56M
IWM
897
Iams Wealth Management
Nebraska
$2.56M
BRWA
898
B. Riley Wealth Advisors
Florida
$2.55M
APC
899
Aspire Private Capital
North Carolina
$2.55M
WGAM
900
Wilkinson Global Asset Management
New York
$2.55M