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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
MC
1026
Martin & Co
Tennessee
$1.78M
LI
1027
Louisbourg Investments
New Brunswick, Canada
$1.77M
KIG
1028
Kennedy Investment Group
New Jersey
$1.76M
HSA
1029
Hussman Strategic Advisors
Maryland
$1.76M
LWM
1030
LJI Wealth Management
Indiana
$1.76M
MWM
1031
Meridian Wealth Management
Kentucky
$1.76M
DTC
1032
Davidson Trust Company
Washington
$1.76M
CNBT
1033
Canandaigua National Bank & Trust
New York
$1.75M
GFP
1034
Gryphon Financial Partners
Ohio
$1.75M
BCWM
1035
Bartlett & Co Wealth Management
Ohio
$1.74M
GLLW
1036
Graves Light Lenhart Wealth
Virginia
$1.74M
CCB
1037
Country Club Bank
Missouri
$1.73M
MWM
1038
Modera Wealth Management
New Jersey
$1.73M
RA
1039
Ransom Advisory
Rhode Island
$1.72M
IWM
1040
IHT Wealth Management
Illinois
$1.71M
CI
1041
CX Institutional
Indiana
$1.71M
MIM
1042
Miller Investment Management
Pennsylvania
$1.71M
CIA
1043
Citadel Investment Advisory
Ohio
$1.71M
CTC
1044
Cetera Trust Company
Minnesota
$1.7M
LIA
1045
LS Investment Advisors
Michigan
$1.69M
BAM
1046
Belpointe Asset Management
Nevada
$1.68M
HA
1047
Harbor Advisors
Florida
$1.68M
LCM
1048
Leisure Capital Management
California
$1.67M
SRC
1049
Sage Rhino Capital
California
$1.67M
FFBTD
1050
First Financial Bank - Trust Division
Ohio
$1.67M