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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
DWA
1151
Douglass Winthrop Advisors
New York
$1.37M
WFI
1152
West Family Investments
California
$1.36M
KCM
1153
Kathmere Capital Management
Pennsylvania
$1.35M
AA
1154
Ancora Advisors
Ohio
$1.35M
RWM
1155
Revisor Wealth Management
Ohio
$1.35M
HBT
1156
Hills Bank & Trust
Iowa
$1.34M
CWP
1157
Concord Wealth Partners
Virginia
$1.33M
SWM
1158
Spire Wealth Management
Virginia
$1.33M
ESB
1159
Essex Savings Bank
Connecticut
$1.33M
ACM
1160
Aljian Capital Management
Nevada
$1.33M
NB
1161
Nicolet Bankshares
Wisconsin
$1.32M
ANTB
1162
AMG National Trust Bank
Colorado
$1.31M
TNB
1163
Thomasville National Bank
Georgia
$1.31M
BGC
1164
Beutel, Goodman & Co
Ontario, Canada
$1.3M
PCM
1165
Prelude Capital Management
New York
$1.3M
WA
1166
Wealth Alliance
New York
$1.3M
LI
1167
LMCG Investments
Massachusetts
$1.3M
BF
1168
Brucke Financial
Indiana
$1.3M
MPIA
1169
Mountain Pacific Investment Advisers
Idaho
$1.3M
KCM
1170
Kanawha Capital Management
Virginia
$1.29M
Blackstone Inc
1171
Blackstone Inc
New York
$1.29M
GI
1172
GS Investments
Minnesota
$1.29M
FFM
1173
Fisher Funds Management
New Zealand
$1.29M
LIM
1174
Longfellow Investment Management
Massachusetts
$1.29M
MMHP
1175
Murphy Middleton Hinkle & Parker
Georgia
$1.29M