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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
CNBTD
1001
Citizens National Bank Trust Department
Mississippi
$1.94M
JIP
1002
Jaffetilchin Investment Partners
Florida
$1.93M
RPC
1003
Rossmore Private Capital
Connecticut
$1.91M
EWA
1004
EverSource Wealth Advisors
Alabama
$1.89M
FG
1005
Fiduciary Group
Georgia
$1.89M
VAM
1006
Virtue Asset Management
Illinois
$1.87M
BHBT
1007
Burke & Herbert Bank & Trust
Virginia
$1.87M
TPWA
1008
TRUE Private Wealth Advisors
Oregon
$1.86M
DT
1009
Diversified Trust
Tennessee
$1.85M
EFG
1010
Everhart Financial Group
Ohio
$1.85M
PFA
1011
Pure Financial Advisors
California
$1.85M
WBC
1012
Westpac Banking Corp
Australia
$1.84M
HIC
1013
Holderness Investments Company
North Carolina
$1.84M
GC
1014
Gilbert & Cook
Iowa
$1.83M
PK
1015
Pflug Koory
Nebraska
$1.82M
AL
1016
Aspiriant LLC
California
$1.82M
MCWS
1017
McKinley Carter Wealth Services
West Virginia
$1.81M
MMPW
1018
Mitchell McLeod Pugh & Williams
Alabama
$1.81M
HH
1019
Hilltop Holdings
Texas
$1.81M
Fisher Asset Management
1020
Fisher Asset Management
Washington
$1.81M
DWM
1021
Drive Wealth Management
Utah
$1.81M
CCM
1022
Collar Capital Management
Wisconsin
$1.79M
IAS
1023
Insigneo Advisory Services
Florida
$1.79M
CT
1024
Caldwell Trust
Florida
$1.79M
FFS
1025
Founders Financial Securities
Maryland
$1.78M