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Wells Fargo

2,646 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, 1,076 increasing their positions, 963 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.76% less ownership

Funds ownership: 76.31%74.55% (-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
2,646
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 +$626M
2 +$453M
3 +$362M
4
JP Morgan Chase
JP Morgan Chase
New York
+$345M
5
Morgan Stanley
Morgan Stanley
New York
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
1076
Wolverine Trading
Illinois
$1.61M
LCM
1077
Lazari Capital Management
California
$1.6M
FBT
1078
First Bank & Trust
South Dakota
$1.6M
VA
1079
VestGen Advisors
Illinois
$1.6M
SM
1080
Sweeney & Michel
California
$1.6M
MCM
1081
Mainstay Capital Management
Michigan
$1.59M
ASBI
1082
American State Bank (Iowa)
Iowa
$1.59M
LCOV
1083
London Company of Virginia
Virginia
$1.58M
EFS
1084
Essex Financial Services
Connecticut
$1.58M
KFSC
1085
Keystone Financial Services (Colorado)
Colorado
$1.58M
MEAC
1086
M.E. Allison & Co
Texas
$1.57M
LA
1087
LexAurum Advisors
Kansas
$1.57M
RPCONE
1088
Retirement Planning Company of New England
Rhode Island
$1.56M
WBWA
1089
William B. Walkup & Associates
South Carolina
$1.56M
AC
1090
AlphaCore Capital
California
$1.55M
JCM
1091
Jacobi Capital Management
Pennsylvania
$1.54M
TCOT
1092
Trust Company of Toledo
Ohio
$1.54M
MFIM
1093
Mesirow Financial Investment Management
Illinois
$1.53M
CW
1094
CreativeOne Wealth
Kansas
$1.53M
SAM
1095
Shell Asset Management
Netherlands
$1.53M
SIA
1096
SeaBridge Investment Advisors
New Jersey
$1.52M
1IA
1097
1834 Investment Advisors
Wisconsin
$1.52M
PWA
1098
Providence Wealth Advisors
Illinois
$1.52M
CT
1099
Chicago Trust
Illinois
$1.52M
EM
1100
Excalibur Management
Massachusetts
$1.52M