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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
DWM
901
Diversify Wealth Management
Utah
$2.52M
MA
902
Mutual Advisors
Nebraska
$2.51M
SSI
903
Scott & Selber Inc
Texas
$2.51M
DAS
904
Dynamic Advisor Solutions
Arizona
$2.51M
XWM
905
Xcel Wealth Management
Florida
$2.5M
AA
906
Argent Advisors
Louisiana
$2.5M
SWM
907
Shelton Wealth Management
Texas
$2.49M
SIA
908
Soltis Investment Advisors
Utah
$2.49M
YIH
909
Y-Intercept (HK)
Hong Kong
$2.48M
RWM
910
Riverchase Wealth Management
Texas
$2.48M
NRS
911
Neville Rodie & Shaw
New York
$2.48M
WP
912
Westmount Partners
California
$2.47M
PCM
913
Polymer Capital Management
New York
$2.47M
AWA
914
Arete Wealth Advisors
Illinois
$2.47M
LKIM
915
Lawson Kroeker Investment Management
Nebraska
$2.46M
Alyeska Investment Group
916
Alyeska Investment Group
Illinois
$2.46M
RF
917
Roxbury Financial
New Jersey
$2.45M
BIG
918
Brooklyn Investment Group
New York
$2.45M
FCBT
919
First Citizens Bank & Trust
North Carolina
$2.45M
CPBTD
920
Central Pacific Bank - Trust Division
Hawaii
$2.44M
SM
921
Salzhauer Michael
$2.44M
CC
922
Courier Capital
New York
$2.44M
PP
923
Pacifica Partners
Canada
$2.43M
CAM
924
Carret Asset Management
New York
$2.43M
CSP
925
Cary Street Partners
Virginia
$2.42M