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Wells Fargo

2,605 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, 1,057 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:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,605
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
$5.03B
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
HFM
1051
Hartford Funds Management
Pennsylvania
$1.66M
BCG
1052
Breakwater Capital Group
New Jersey
$1.66M
CC
1053
Chicago Capital
Illinois
$1.66M
GWM
1054
Gibbs Wealth Management
Georgia
$1.64M
SAI
1055
Savvy Advisors Inc
New York
$1.64M
WTB
1056
Washington Trust Bank
Washington
$1.64M
CCG
1057
Ceeto Capital Group
Florida
$1.64M
AWP
1058
Accretive Wealth Partners
New Jersey
$1.62M
BBA
1059
BLB&B Advisors
Pennsylvania
$1.61M
BB
1060
Busey Bank
Illinois
$1.61M
TAM
1061
Tealwood Asset Management
Minnesota
$1.61M
EFH
1062
Eaton Financial Holdings
Florida
$1.61M
FB
1063
Fulton Bank
Pennsylvania
$1.61M
Wolverine Trading
1064
Wolverine Trading
Illinois
$1.61M
LCM
1065
Lazari Capital Management
California
$1.6M
FBT
1066
First Bank & Trust
South Dakota
$1.6M
VA
1067
VestGen Advisors
Illinois
$1.6M
SM
1068
Sweeney & Michel
California
$1.6M
LCOV
1069
London Company of Virginia
Virginia
$1.58M
EFS
1070
Essex Financial Services
Connecticut
$1.58M
KFSC
1071
Keystone Financial Services (Colorado)
Colorado
$1.58M
MEAC
1072
M.E. Allison & Co
Texas
$1.57M
LA
1073
LexAurum Advisors
Kansas
$1.57M
RPCONE
1074
Retirement Planning Company of New England
Rhode Island
$1.56M
WBWA
1075
William B. Walkup & Associates
South Carolina
$1.56M