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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
PBK
926
Peoples Bank (Kansas)
Kansas
$2.4M
MAM
927
Mystic Asset Management
Rhode Island
$2.39M
AGWCA
928
Annis Gardner Whiting Capital Advisors
Florida
$2.38M
NEWAS
929
N.E.W. Advisory Services
Wisconsin
$2.37M
BCM
930
Bayesian Capital Management
New York
$2.36M
TSS
931
Two Sigma Securities
New York
$2.35M
PWAM
932
Private Wealth Asset Management
Iowa
$2.35M
USCWA
933
U.S. Capital Wealth Advisors
Texas
$2.34M
LFA
934
Legacy Financial Advisors
Kentucky
$2.32M
GCM
935
Glaxis Capital Management
Florida
$2.32M
PAM
936
Peak Asset Management
Colorado
$2.3M
RIL
937
Rothschild Investment LLC
Illinois
$2.3M
WKWM
938
Walter & Keenan Wealth Management
Indiana
$2.29M
FAT
939
First American Trust
California
$2.29M
TRCT
940
Tower Research Capital (TRC)
New York
$2.29M
TFA
941
Trinity Financial Advisors
Ohio
$2.28M
DAS
942
Diversify Advisory Services
Utah
$2.27M
WBC
943
West Branch Capital
Massachusetts
$2.26M
SS
944
Sunbelt Securities
Texas
$2.26M
PFM
945
Potomac Fund Management
Florida
$2.26M
RWP
946
RWA Wealth Partners
Massachusetts
$2.25M
HDA
947
Harold Davidson & Associates
California
$2.25M
CCIA
948
Campbell & Co Investment Adviser
Maryland
$2.21M
LI
949
LRI Investments
Florida
$2.2M
CI
950
Conning Inc
Connecticut
$2.18M