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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
LCOV
1076
London Company of Virginia
Virginia
$1.58M
EFS
1077
Essex Financial Services
Connecticut
$1.58M
KFSC
1078
Keystone Financial Services (Colorado)
Colorado
$1.58M
MEAC
1079
M.E. Allison & Co
Texas
$1.57M
LA
1080
LexAurum Advisors
Kansas
$1.57M
RPCONE
1081
Retirement Planning Company of New England
Rhode Island
$1.56M
WBWA
1082
William B. Walkup & Associates
South Carolina
$1.56M
AC
1083
AlphaCore Capital
California
$1.55M
JCM
1084
Jacobi Capital Management
Pennsylvania
$1.54M
TCOT
1085
Trust Company of Toledo
Ohio
$1.54M
MFIM
1086
Mesirow Financial Investment Management
Illinois
$1.53M
CW
1087
CreativeOne Wealth
Kansas
$1.53M
SAM
1088
Shell Asset Management
Netherlands
$1.53M
SIA
1089
SeaBridge Investment Advisors
New Jersey
$1.52M
1IA
1090
1834 Investment Advisors
Wisconsin
$1.52M
PWA
1091
Providence Wealth Advisors
Illinois
$1.52M
CT
1092
Chicago Trust
Illinois
$1.52M
EM
1093
Excalibur Management
Massachusetts
$1.52M
AF
1094
Advisornet Financial
Minnesota
$1.52M
SL
1095
Sentry LLC
Tennessee
$1.51M
BOC
1096
Barbara Oil Co
Illinois
$1.51M
VBFP
1097
Valtinson Bruner Financial Planning
Minnesota
$1.5M
PWPS
1098
Pinnacle Wealth Planning Services
Ohio
$1.5M
RAG
1099
RIA Advisory Group
Iowa
$1.5M
FNT
1100
First National Trust
Pennsylvania
$1.49M