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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
CC
926
Courier Capital
New York
$2.44M
PP
927
Pacifica Partners
Canada
$2.43M
CAM
928
Carret Asset Management
New York
$2.43M
CSP
929
Cary Street Partners
Virginia
$2.42M
JSL
930
JT Stratford LLC
Georgia
$2.42M
CAS
931
Coppell Advisory Solutions
Texas
$2.41M
MPWT
932
MassMutual Private Wealth & Trust
Connecticut
$2.4M
PBK
933
Peoples Bank (Kansas)
Kansas
$2.4M
MAM
934
Mystic Asset Management
Rhode Island
$2.39M
AGWCA
935
Annis Gardner Whiting Capital Advisors
Florida
$2.38M
NEWAS
936
N.E.W. Advisory Services
Wisconsin
$2.37M
BCM
937
Bayesian Capital Management
New York
$2.36M
TSS
938
Two Sigma Securities
New York
$2.35M
PWAM
939
Private Wealth Asset Management
Iowa
$2.35M
USCWA
940
U.S. Capital Wealth Advisors
Texas
$2.34M
LFA
941
Legacy Financial Advisors
Kentucky
$2.32M
GCM
942
Glaxis Capital Management
Florida
$2.32M
PAM
943
Peak Asset Management
Colorado
$2.3M
RIL
944
Rothschild Investment LLC
Illinois
$2.3M
WKWM
945
Walter & Keenan Wealth Management
Indiana
$2.29M
FAT
946
First American Trust
California
$2.29M
TRCT
947
Tower Research Capital (TRC)
New York
$2.29M
TFA
948
Trinity Financial Advisors
Ohio
$2.28M
DAS
949
Diversify Advisory Services
Utah
$2.27M
WBC
950
West Branch Capital
Massachusetts
$2.26M