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