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Wells Fargo

2,627 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, 1,067 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
2,627
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
SM
1076
Sweeney & Michel
California
$1.6M
MCM
1077
Mainstay Capital Management
Michigan
$1.59M
LCOV
1078
London Company of Virginia
Virginia
$1.58M
EFS
1079
Essex Financial Services
Connecticut
$1.58M
KFSC
1080
Keystone Financial Services (Colorado)
Colorado
$1.58M
MEAC
1081
M.E. Allison & Co
Texas
$1.57M
LA
1082
LexAurum Advisors
Kansas
$1.57M
RPCONE
1083
Retirement Planning Company of New England
Rhode Island
$1.56M
WBWA
1084
William B. Walkup & Associates
South Carolina
$1.56M
AC
1085
AlphaCore Capital
California
$1.55M
JCM
1086
Jacobi Capital Management
Pennsylvania
$1.54M
TCOT
1087
Trust Company of Toledo
Ohio
$1.54M
MFIM
1088
Mesirow Financial Investment Management
Illinois
$1.53M
CW
1089
CreativeOne Wealth
Kansas
$1.53M
SAM
1090
Shell Asset Management
Netherlands
$1.53M
SIA
1091
SeaBridge Investment Advisors
New Jersey
$1.52M
1IA
1092
1834 Investment Advisors
Wisconsin
$1.52M
PWA
1093
Providence Wealth Advisors
Illinois
$1.52M
CT
1094
Chicago Trust
Illinois
$1.52M
EM
1095
Excalibur Management
Massachusetts
$1.52M
AF
1096
Advisornet Financial
Minnesota
$1.52M
SL
1097
Sentry LLC
Tennessee
$1.51M
BOC
1098
Barbara Oil Co
Illinois
$1.51M
VBFP
1099
Valtinson Bruner Financial Planning
Minnesota
$1.5M
PWPS
1100
Pinnacle Wealth Planning Services
Ohio
$1.5M