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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
DAS
901
Dynamic Advisor Solutions
Arizona
$2.51M
XWM
902
Xcel Wealth Management
Florida
$2.5M
AA
903
Argent Advisors
Louisiana
$2.5M
SWM
904
Shelton Wealth Management
Texas
$2.49M
SIA
905
Soltis Investment Advisors
Utah
$2.49M
YIH
906
Y-Intercept (HK)
Hong Kong
$2.48M
RWM
907
Riverchase Wealth Management
Texas
$2.48M
NRS
908
Neville Rodie & Shaw
New York
$2.48M
WP
909
Westmount Partners
California
$2.47M
PCM
910
Polymer Capital Management
New York
$2.47M
AWA
911
Arete Wealth Advisors
Illinois
$2.47M
LKIM
912
Lawson Kroeker Investment Management
Nebraska
$2.46M
Alyeska Investment Group
913
Alyeska Investment Group
Illinois
$2.46M
RF
914
Roxbury Financial
New Jersey
$2.45M
BIG
915
Brooklyn Investment Group
New York
$2.45M
FCBT
916
First Citizens Bank & Trust
North Carolina
$2.45M
CPBTD
917
Central Pacific Bank - Trust Division
Hawaii
$2.44M
SM
918
Salzhauer Michael
$2.44M
CC
919
Courier Capital
New York
$2.44M
PP
920
Pacifica Partners
Canada
$2.43M
CAM
921
Carret Asset Management
New York
$2.43M
CSP
922
Cary Street Partners
Virginia
$2.42M
JSL
923
JT Stratford LLC
Georgia
$2.42M
CAS
924
Coppell Advisory Solutions
Texas
$2.41M
MPWT
925
MassMutual Private Wealth & Trust
Connecticut
$2.4M