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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
RHAM
976
Round Hill Asset Management
California
$2.09M
RMC
977
Resources Management Corp
Connecticut
$2.09M
LWANC
978
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.09M
WIS
979
Wright Investors Service
Connecticut
$2.08M
LA
980
LBP AM
France
$2.08M
JWM
981
Jeppson Wealth Management
California
$2.08M
IAN
982
Integrated Advisors Network
Texas
$2.08M
MG
983
Mather Group
Illinois
$2.08M
SMA
984
Sage Mountain Advisors
Georgia
$2.07M
HCM
985
Howard Capital Management
Georgia
$2.05M
AWM
986
Aviso Wealth Management
Washington
$2.05M
SCTC
987
Sanibel Captiva Trust Company
Florida
$2.04M
BFIM
988
Beese Fulmer Investment Management
Ohio
$2.04M
MIC
989
Meridian Investment Counsel
California
$2.04M
AA
990
Armis Advisers
Georgia
$2.04M
FSA
991
Fort Sheridan Advisors
Illinois
$2.03M
CIC
992
Carnegie Investment Counsel
Ohio
$2.03M
Kayne Anderson Rudnick Investment Management
993
Kayne Anderson Rudnick Investment Management
California
$2.03M
NHC
994
Nicholas Hoffman & Company
Georgia
$2.03M
CC
995
Cadinha & Co
Hawaii
$2.03M
IA
996
Insight Advisors
Pennsylvania
$2.02M
CWA
997
Crux Wealth Advisors
California
$2.02M
A
998
AlphaQuest
New York
$2.02M
NS
999
NBC Securities
Alabama
$2.01M
PTC
1000
Private Trust Company
Ohio
$2.01M