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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
BRWA
901
B. Riley Wealth Advisors
Florida
$2.55M
APC
902
Aspire Private Capital
North Carolina
$2.55M
WGAM
903
Wilkinson Global Asset Management
New York
$2.55M
HI
904
Harbour Investments
Wisconsin
$2.53M
DWM
905
Diversify Wealth Management
Utah
$2.52M
MA
906
Mutual Advisors
Nebraska
$2.51M
SSI
907
Scott & Selber Inc
Texas
$2.51M
DAS
908
Dynamic Advisor Solutions
Arizona
$2.51M
XWM
909
Xcel Wealth Management
Florida
$2.5M
AA
910
Argent Advisors
Louisiana
$2.5M
SWM
911
Shelton Wealth Management
Texas
$2.49M
SIA
912
Soltis Investment Advisors
Utah
$2.49M
YIH
913
Y-Intercept (HK)
Hong Kong
$2.48M
RWM
914
Riverchase Wealth Management
Texas
$2.48M
NRS
915
Neville Rodie & Shaw
New York
$2.48M
WP
916
Westmount Partners
California
$2.47M
PCM
917
Polymer Capital Management
New York
$2.47M
AWA
918
Arete Wealth Advisors
Illinois
$2.47M
LKIM
919
Lawson Kroeker Investment Management
Nebraska
$2.46M
Alyeska Investment Group
920
Alyeska Investment Group
Illinois
$2.46M
RF
921
Roxbury Financial
New Jersey
$2.45M
BIG
922
Brooklyn Investment Group
New York
$2.45M
FCBT
923
First Citizens Bank & Trust
North Carolina
$2.45M
CPBTD
924
Central Pacific Bank - Trust Division
Hawaii
$2.44M
SM
925
Salzhauer Michael
$2.44M