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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
HIM
1251
Hanlon Investment Management
New Jersey
$1.11M
MSWM
1252
McGlone Suttner Wealth Management
Wisconsin
$1.11M
1SB
1253
1ST Source Bank
Indiana
$1.11M
FMWA
1254
Forvis Mazars Wealth Advisors
Missouri
$1.11M
Optiver Holding
1255
Optiver Holding
Netherlands
$1.1M
LCAM
1256
London & Capital Asset Management
United Kingdom
$1.1M
SFG
1257
Sather Financial Group
Texas
$1.1M
PP
1258
PDS Planning
Ohio
$1.1M
RCWM
1259
Royal Capital Wealth Management
Indiana
$1.1M
PTP
1260
Platform Technology Partners
New York
$1.1M
SCM
1261
Stevens Capital Management
Pennsylvania
$1.1M
WAM
1262
Weatherly Asset Management
California
$1.1M
OWP
1263
Obermeyer Wealth Partners
Colorado
$1.09M
AA
1264
Advisory Alpha
Michigan
$1.09M
PFBT
1265
Parkside Financial Bank & Trust
Missouri
$1.08M
CLA
1266
Carnegie Lake Advisors
New Jersey
$1.08M
JSSH
1267
J. Safra Sarasin Holding
$1.08M
HFO
1268
Heritage Family Offices
Arizona
$1.08M
SWM
1269
Shakespeare Wealth Management
Wisconsin
$1.08M
CAG
1270
Csenge Advisory Group
Florida
$1.08M
Members Trust
1271
Members Trust
Florida
$1.08M
FIB
1272
First Interstate Bank
Montana
$1.08M
AHL
1273
Abel Hall LLC
Louisiana
$1.08M
FLI
1274
Family Legacy Inc
South Carolina
$1.08M
SSC
1275
Syverson Strege & Co
Iowa
$1.07M