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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
SS
951
Sunbelt Securities
Texas
$2.26M
PFM
952
Potomac Fund Management
Florida
$2.26M
RWP
953
RWA Wealth Partners
Massachusetts
$2.25M
HDA
954
Harold Davidson & Associates
California
$2.25M
CCIA
955
Campbell & Co Investment Adviser
Maryland
$2.21M
LI
956
LRI Investments
Florida
$2.2M
CI
957
Conning Inc
Connecticut
$2.18M
EHC
958
Everett Harris & Co
California
$2.18M
COI
959
Connable Office Inc
Michigan
$2.18M
SAM
960
Silvercrest Asset Management
New York
$2.18M
PBT
961
Pictet Bank & Trust
Bahamas
$2.17M
APW
962
Aventura Private Wealth
Florida
$2.16M
YIA
963
YHB Investment Advisors
Connecticut
$2.15M
PGAM
964
Princeton Global Asset Management
New Jersey
$2.15M
PPWP
965
Premier Path Wealth Partners
New Jersey
$2.14M
CA
966
CWC Advisors
Oregon
$2.14M
WTC
967
WhitTier Trust Company
Nevada
$2.14M
FWA
968
FOCUS Wealth Advisors
Texas
$2.13M
LFAS
969
Level Four Advisory Services
Texas
$2.13M
BDLIB
970
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.12M
AM
971
AGF Management
Ontario, Canada
$2.12M
LAM
972
LOM Asset Management
$2.11M
FCM
973
Fieldview Capital Management
Michigan
$2.1M
CWM
974
Chemistry Wealth Management
New York
$2.09M
JSW
975
Journey Strategic Wealth
New Jersey
$2.09M