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Wells Fargo

2,628 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,067 increasing their positions, 953 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
2,628
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
BAM
1051
Belpointe Asset Management
Nevada
$1.68M
HA
1052
Harbor Advisors
Florida
$1.68M
LCM
1053
Leisure Capital Management
California
$1.67M
SRC
1054
Sage Rhino Capital
California
$1.67M
FFBTD
1055
First Financial Bank - Trust Division
Ohio
$1.67M
PI
1056
PFG Investments
New York
$1.67M
EWA
1057
Exencial Wealth Advisors
Oklahoma
$1.66M
FDS
1058
First Dallas Securities
Texas
$1.66M
HFM
1059
Hartford Funds Management
Pennsylvania
$1.66M
BCG
1060
Breakwater Capital Group
New Jersey
$1.66M
CC
1061
Chicago Capital
Illinois
$1.66M
GWM
1062
Gibbs Wealth Management
Georgia
$1.64M
SAI
1063
Savvy Advisors Inc
New York
$1.64M
WTB
1064
Washington Trust Bank
Washington
$1.64M
CCG
1065
Ceeto Capital Group
Florida
$1.64M
AWP
1066
Accretive Wealth Partners
New Jersey
$1.62M
BBA
1067
BLB&B Advisors
Pennsylvania
$1.61M
BB
1068
Busey Bank
Illinois
$1.61M
TAM
1069
Tealwood Asset Management
Minnesota
$1.61M
EFH
1070
Eaton Financial Holdings
Florida
$1.61M
FB
1071
Fulton Bank
Pennsylvania
$1.61M
Wolverine Trading
1072
Wolverine Trading
Illinois
$1.61M
LCM
1073
Lazari Capital Management
California
$1.6M
FBT
1074
First Bank & Trust
South Dakota
$1.6M
VA
1075
VestGen Advisors
Illinois
$1.6M