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Wells Fargo

2,605 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, 1,057 increasing their positions, 943 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,605
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.03B
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
FPL
1226
Fortress Private Ledger
North Carolina
$1.15M
CCA
1227
Childress Capital Advisors
Texas
$1.15M
1CP
1228
17 Capital Partners
Arizona
$1.15M
MWM
1229
Modern Wealth Management
Kansas
$1.15M
NCM
1230
Neumann Capital Management
California
$1.14M
EAM
1231
Empirical Asset Management
Massachusetts
$1.13M
QC
1232
Quent Capital
New York
$1.13M
BTW
1233
Boston Trust Walden
Massachusetts
$1.13M
RCM
1234
Raleigh Capital Management
North Carolina
$1.13M
BMA
1235
Brooks Moore & Associates
Tennessee
$1.13M
MPAM
1236
Murphy Pohlad Asset Management
Minnesota
$1.13M
SWM
1237
Segment Wealth Management
Texas
$1.12M
GIM
1238
Generali Investments Management
Slovenia
$1.12M
FFG
1239
Fiduciary Financial Group
California
$1.12M
CIEC
1240
Crédit Industriel et Commercial
France
$1.12M
CWM
1241
C2C Wealth Management
Arizona
$1.11M
HIM
1242
Hanlon Investment Management
New Jersey
$1.11M
MSWM
1243
McGlone Suttner Wealth Management
Wisconsin
$1.11M
1SB
1244
1ST Source Bank
Indiana
$1.11M
FMWA
1245
Forvis Mazars Wealth Advisors
Missouri
$1.11M
Optiver Holding
1246
Optiver Holding
Netherlands
$1.1M
LCAM
1247
London & Capital Asset Management
United Kingdom
$1.1M
SFG
1248
Sather Financial Group
Texas
$1.1M
PP
1249
PDS Planning
Ohio
$1.1M
RCWM
1250
Royal Capital Wealth Management
Indiana
$1.1M