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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
LCM
1051
Leisure Capital Management
California
$1.67M
SRC
1052
Sage Rhino Capital
California
$1.67M
FFBTD
1053
First Financial Bank - Trust Division
Ohio
$1.67M
PI
1054
PFG Investments
New York
$1.67M
EWA
1055
Exencial Wealth Advisors
Oklahoma
$1.66M
FDS
1056
First Dallas Securities
Texas
$1.66M
HFM
1057
Hartford Funds Management
Pennsylvania
$1.66M
BCG
1058
Breakwater Capital Group
New Jersey
$1.66M
CC
1059
Chicago Capital
Illinois
$1.66M
GWM
1060
Gibbs Wealth Management
Georgia
$1.64M
SAI
1061
Savvy Advisors Inc
New York
$1.64M
WTB
1062
Washington Trust Bank
Washington
$1.64M
CCG
1063
Ceeto Capital Group
Florida
$1.64M
AWP
1064
Accretive Wealth Partners
New Jersey
$1.62M
BBA
1065
BLB&B Advisors
Pennsylvania
$1.61M
BB
1066
Busey Bank
Illinois
$1.61M
TAM
1067
Tealwood Asset Management
Minnesota
$1.61M
EFH
1068
Eaton Financial Holdings
Florida
$1.61M
FB
1069
Fulton Bank
Pennsylvania
$1.61M
Wolverine Trading
1070
Wolverine Trading
Illinois
$1.61M
LCM
1071
Lazari Capital Management
California
$1.6M
FBT
1072
First Bank & Trust
South Dakota
$1.6M
VA
1073
VestGen Advisors
Illinois
$1.6M
SM
1074
Sweeney & Michel
California
$1.6M
MCM
1075
Mainstay Capital Management
Michigan
$1.59M