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Wells Fargo

2,619 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, 1,064 increasing their positions, 950 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.81% less ownership

Funds ownership: 76.29%74.47% (-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
2,619
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
CCIA
951
Campbell & Co Investment Adviser
Maryland
$2.21M
LI
952
LRI Investments
Florida
$2.2M
CI
953
Conning Inc
Connecticut
$2.18M
EHC
954
Everett Harris & Co
California
$2.18M
COI
955
Connable Office Inc
Michigan
$2.18M
SAM
956
Silvercrest Asset Management
New York
$2.18M
PBT
957
Pictet Bank & Trust
Bahamas
$2.17M
YIA
958
YHB Investment Advisors
Connecticut
$2.15M
PGAM
959
Princeton Global Asset Management
New Jersey
$2.15M
PPWP
960
Premier Path Wealth Partners
New Jersey
$2.14M
CA
961
CWC Advisors
Oregon
$2.14M
WTC
962
WhitTier Trust Company
Nevada
$2.14M
FWA
963
FOCUS Wealth Advisors
Texas
$2.13M
LFAS
964
Level Four Advisory Services
Texas
$2.13M
BDLIB
965
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.12M
AM
966
AGF Management
Ontario, Canada
$2.12M
LAM
967
LOM Asset Management
$2.11M
FCM
968
Fieldview Capital Management
Michigan
$2.1M
CWM
969
Chemistry Wealth Management
New York
$2.09M
JSW
970
Journey Strategic Wealth
New Jersey
$2.09M
RHAM
971
Round Hill Asset Management
California
$2.09M
RMC
972
Resources Management Corp
Connecticut
$2.09M
LWANC
973
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.09M
WIS
974
Wright Investors Service
Connecticut
$2.08M
LA
975
LBP AM
France
$2.08M