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Wells Fargo

2,629 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, 1,068 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: $ → $

1.77% less ownership

Funds ownership: 76.3%74.53% (-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
2,629
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
CAM
926
Carret Asset Management
New York
$2.43M
CSP
927
Cary Street Partners
Virginia
$2.42M
JSL
928
JT Stratford LLC
Georgia
$2.42M
CAS
929
Coppell Advisory Solutions
Texas
$2.41M
MPWT
930
MassMutual Private Wealth & Trust
Connecticut
$2.4M
PBK
931
Peoples Bank (Kansas)
Kansas
$2.4M
MAM
932
Mystic Asset Management
Rhode Island
$2.39M
AGWCA
933
Annis Gardner Whiting Capital Advisors
Florida
$2.38M
NEWAS
934
N.E.W. Advisory Services
Wisconsin
$2.37M
BCM
935
Bayesian Capital Management
New York
$2.36M
TSS
936
Two Sigma Securities
New York
$2.35M
PWAM
937
Private Wealth Asset Management
Iowa
$2.35M
USCWA
938
U.S. Capital Wealth Advisors
Texas
$2.34M
LFA
939
Legacy Financial Advisors
Kentucky
$2.32M
GCM
940
Glaxis Capital Management
Florida
$2.32M
PAM
941
Peak Asset Management
Colorado
$2.3M
RIL
942
Rothschild Investment LLC
Illinois
$2.3M
WKWM
943
Walter & Keenan Wealth Management
Indiana
$2.29M
FAT
944
First American Trust
California
$2.29M
TRCT
945
Tower Research Capital (TRC)
New York
$2.29M
TFA
946
Trinity Financial Advisors
Ohio
$2.28M
DAS
947
Diversify Advisory Services
Utah
$2.27M
WBC
948
West Branch Capital
Massachusetts
$2.26M
SS
949
Sunbelt Securities
Texas
$2.26M
PFM
950
Potomac Fund Management
Florida
$2.26M