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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
KCM
1151
Kathmere Capital Management
Pennsylvania
$1.35M
AA
1152
Ancora Advisors
Ohio
$1.35M
RWM
1153
Revisor Wealth Management
Ohio
$1.35M
HBT
1154
Hills Bank & Trust
Iowa
$1.34M
CWP
1155
Concord Wealth Partners
Virginia
$1.33M
SWM
1156
Spire Wealth Management
Virginia
$1.33M
ESB
1157
Essex Savings Bank
Connecticut
$1.33M
ACM
1158
Aljian Capital Management
Nevada
$1.33M
NB
1159
Nicolet Bankshares
Wisconsin
$1.32M
ANTB
1160
AMG National Trust Bank
Colorado
$1.31M
TNB
1161
Thomasville National Bank
Georgia
$1.31M
BGC
1162
Beutel, Goodman & Co
Ontario, Canada
$1.3M
PCM
1163
Prelude Capital Management
New York
$1.3M
WA
1164
Wealth Alliance
New York
$1.3M
LI
1165
LMCG Investments
Massachusetts
$1.3M
BF
1166
Brucke Financial
Indiana
$1.3M
MPIA
1167
Mountain Pacific Investment Advisers
Idaho
$1.3M
KCM
1168
Kanawha Capital Management
Virginia
$1.29M
Blackstone Inc
1169
Blackstone Inc
New York
$1.29M
GI
1170
GS Investments
Minnesota
$1.29M
FFM
1171
Fisher Funds Management
New Zealand
$1.29M
LIM
1172
Longfellow Investment Management
Massachusetts
$1.29M
MMHP
1173
Murphy Middleton Hinkle & Parker
Georgia
$1.29M
SG
1174
StoneX Group
New York
$1.29M
TFA
1175
Tranquilli Financial Advisor
New Jersey
$1.28M