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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
EB
1201
Eastern Bank
Massachusetts
$1.24M
PWP
1202
Principle Wealth Partners
Connecticut
$1.23M
Two Sigma Investments
1203
Two Sigma Investments
New York
$1.23M
SC
1204
Sawyer & Company
Massachusetts
$1.23M
I
1205
INVST
Indiana
$1.23M
LI
1206
Lafayette Investments
Maryland
$1.23M
BCM
1207
Becker Capital Management
Oregon
$1.22M
EA
1208
Eclectic Associates
California
$1.22M
NERM
1209
New England Research & Management
Illinois
$1.21M
KIA
1210
Knollwood Investment Advisory
Maryland
$1.21M
WAP
1211
Wealthcare Advisory Partners
Pennsylvania
$1.21M
MAMU
1212
Myriad Asset Management US
Florida
$1.21M
O
1213
Ossiam
France
$1.21M
SN
1214
Sittner & Nelson
Oregon
$1.2M
AIM
1215
Advyzon Investment Management
Illinois
$1.2M
IFU
1216
iSAM Funds (UK)
United Kingdom
$1.2M
CWP
1217
Cyndeo Wealth Partners
Florida
$1.2M
NSAM
1218
North Star Asset Management
Wisconsin
$1.2M
CRWM
1219
Castle Rock Wealth Management
California
$1.19M
CP
1220
Clarendon Private
Massachusetts
$1.19M
SIC
1221
Salem Investment Counselors
North Carolina
$1.19M
AFP
1222
Ausdal Financial Partners
Iowa
$1.19M
VPP
1223
Vertex Planning Partners
Illinois
$1.19M
SAW
1224
Signal Advisors Wealth
Michigan
$1.19M
CCM
1225
Cohen Capital Management
California
$1.19M