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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
LIM
1001
Leavell Investment Management
Alabama
$2.01M
PB
1002
Pinnacle Bancorp
Nebraska
$1.99M
MK
1003
MASTERINVEST Kapitalanlage
$1.99M
HSA
1004
HBK Sorce Advisory
Pennsylvania
$1.98M
OCM
1005
One Capital Management
California
$1.97M
GVAG
1006
Great Valley Advisor Group
Delaware
$1.97M
VIM
1007
Vista Investment Management
Pennsylvania
$1.97M
WG
1008
Welch Group
Alabama
$1.96M
CNBTD
1009
Citizens National Bank Trust Department
Mississippi
$1.94M
JIP
1010
Jaffetilchin Investment Partners
Florida
$1.93M
RPC
1011
Rossmore Private Capital
Connecticut
$1.91M
EWA
1012
EverSource Wealth Advisors
Alabama
$1.89M
FG
1013
Fiduciary Group
Georgia
$1.89M
VAM
1014
Virtue Asset Management
Illinois
$1.87M
BHBT
1015
Burke & Herbert Bank & Trust
Virginia
$1.87M
TPWA
1016
TRUE Private Wealth Advisors
Oregon
$1.86M
DT
1017
Diversified Trust
Tennessee
$1.85M
EFG
1018
Everhart Financial Group
Ohio
$1.85M
PFA
1019
Pure Financial Advisors
California
$1.85M
VCM
1020
Virtue Capital Management
Tennessee
$1.84M
WBC
1021
Westpac Banking Corp
Australia
$1.84M
HIC
1022
Holderness Investments Company
North Carolina
$1.84M
GC
1023
Gilbert & Cook
Iowa
$1.83M
PK
1024
Pflug Koory
Nebraska
$1.82M
AL
1025
Aspiriant LLC
California
$1.82M