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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
SMA
976
Sage Mountain Advisors
Georgia
$2.07M
HCM
977
Howard Capital Management
Georgia
$2.05M
AWM
978
Aviso Wealth Management
Washington
$2.05M
SCTC
979
Sanibel Captiva Trust Company
Florida
$2.04M
BFIM
980
Beese Fulmer Investment Management
Ohio
$2.04M
MIC
981
Meridian Investment Counsel
California
$2.04M
AA
982
Armis Advisers
Georgia
$2.04M
FSA
983
Fort Sheridan Advisors
Illinois
$2.03M
CIC
984
Carnegie Investment Counsel
Ohio
$2.03M
Kayne Anderson Rudnick Investment Management
985
Kayne Anderson Rudnick Investment Management
California
$2.03M
NHC
986
Nicholas Hoffman & Company
Georgia
$2.03M
CC
987
Cadinha & Co
Hawaii
$2.03M
IA
988
Insight Advisors
Pennsylvania
$2.02M
CWA
989
Crux Wealth Advisors
California
$2.02M
A
990
AlphaQuest
New York
$2.02M
NS
991
NBC Securities
Alabama
$2.01M
PTC
992
Private Trust Company
Ohio
$2.01M
LIM
993
Leavell Investment Management
Alabama
$2.01M
PB
994
Pinnacle Bancorp
Nebraska
$1.99M
MK
995
MASTERINVEST Kapitalanlage
$1.99M
HSA
996
HBK Sorce Advisory
Pennsylvania
$1.98M
OCM
997
One Capital Management
California
$1.97M
GVAG
998
Great Valley Advisor Group
Delaware
$1.97M
VIM
999
Vista Investment Management
Pennsylvania
$1.97M
WG
1000
Welch Group
Alabama
$1.96M