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Wells Fargo

2,628 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 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
2,628
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
CSP
926
Cary Street Partners
Virginia
$2.42M
JSL
927
JT Stratford LLC
Georgia
$2.42M
CAS
928
Coppell Advisory Solutions
Texas
$2.41M
MPWT
929
MassMutual Private Wealth & Trust
Connecticut
$2.4M
PBK
930
Peoples Bank (Kansas)
Kansas
$2.4M
MAM
931
Mystic Asset Management
Rhode Island
$2.39M
AGWCA
932
Annis Gardner Whiting Capital Advisors
Florida
$2.38M
NEWAS
933
N.E.W. Advisory Services
Wisconsin
$2.37M
BCM
934
Bayesian Capital Management
New York
$2.36M
TSS
935
Two Sigma Securities
New York
$2.35M
PWAM
936
Private Wealth Asset Management
Iowa
$2.35M
USCWA
937
U.S. Capital Wealth Advisors
Texas
$2.34M
LFA
938
Legacy Financial Advisors
Kentucky
$2.32M
GCM
939
Glaxis Capital Management
Florida
$2.32M
PAM
940
Peak Asset Management
Colorado
$2.3M
RIL
941
Rothschild Investment LLC
Illinois
$2.3M
WKWM
942
Walter & Keenan Wealth Management
Indiana
$2.29M
FAT
943
First American Trust
California
$2.29M
TRCT
944
Tower Research Capital (TRC)
New York
$2.29M
TFA
945
Trinity Financial Advisors
Ohio
$2.28M
DAS
946
Diversify Advisory Services
Utah
$2.27M
WBC
947
West Branch Capital
Massachusetts
$2.26M
SS
948
Sunbelt Securities
Texas
$2.26M
PFM
949
Potomac Fund Management
Florida
$2.26M
RWP
950
RWA Wealth Partners
Massachusetts
$2.25M