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Wells Fargo

2,619 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, 1,064 increasing their positions, 950 reducing their positions, and 128 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:

1.81% less ownership

Funds ownership: 76.29%74.47% (-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
2,619
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 +$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
IAS
1026
Insigneo Advisory Services
Florida
$1.79M
CT
1027
Caldwell Trust
Florida
$1.79M
FFS
1028
Founders Financial Securities
Maryland
$1.78M
MC
1029
Martin & Co
Tennessee
$1.78M
LI
1030
Louisbourg Investments
New Brunswick, Canada
$1.77M
KIG
1031
Kennedy Investment Group
New Jersey
$1.76M
HSA
1032
Hussman Strategic Advisors
Maryland
$1.76M
LWM
1033
LJI Wealth Management
Indiana
$1.76M
MWM
1034
Meridian Wealth Management
Kentucky
$1.76M
DTC
1035
Davidson Trust Company
Washington
$1.76M
CNBT
1036
Canandaigua National Bank & Trust
New York
$1.75M
GFP
1037
Gryphon Financial Partners
Ohio
$1.75M
BCWM
1038
Bartlett & Co Wealth Management
Ohio
$1.74M
GLLW
1039
Graves Light Lenhart Wealth
Virginia
$1.74M
CCB
1040
Country Club Bank
Missouri
$1.73M
MWM
1041
Modera Wealth Management
New Jersey
$1.73M
RA
1042
Ransom Advisory
Rhode Island
$1.72M
IWM
1043
IHT Wealth Management
Illinois
$1.71M
CI
1044
CX Institutional
Indiana
$1.71M
MIM
1045
Miller Investment Management
Pennsylvania
$1.71M
CIA
1046
Citadel Investment Advisory
Ohio
$1.71M
CTC
1047
Cetera Trust Company
Minnesota
$1.7M
LIA
1048
LS Investment Advisors
Michigan
$1.69M
BAM
1049
Belpointe Asset Management
Nevada
$1.68M
HA
1050
Harbor Advisors
Florida
$1.68M