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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
PTP
1251
Platform Technology Partners
New York
$1.1M
SCM
1252
Stevens Capital Management
Pennsylvania
$1.1M
WAM
1253
Weatherly Asset Management
California
$1.1M
OWP
1254
Obermeyer Wealth Partners
Colorado
$1.09M
AA
1255
Advisory Alpha
Michigan
$1.09M
PFBT
1256
Parkside Financial Bank & Trust
Missouri
$1.08M
CLA
1257
Carnegie Lake Advisors
New Jersey
$1.08M
JSSH
1258
J. Safra Sarasin Holding
$1.08M
HFO
1259
Heritage Family Offices
Arizona
$1.08M
SWM
1260
Shakespeare Wealth Management
Wisconsin
$1.08M
CAG
1261
Csenge Advisory Group
Florida
$1.08M
Members Trust
1262
Members Trust
Florida
$1.08M
FIB
1263
First Interstate Bank
Montana
$1.08M
AHL
1264
Abel Hall LLC
Louisiana
$1.08M
FLI
1265
Family Legacy Inc
South Carolina
$1.08M
SSC
1266
Syverson Strege & Co
Iowa
$1.07M
RIA
1267
Richwood Investment Advisors
Ohio
$1.07M
CIS
1268
Capital International Sarl
California
$1.07M
ISL
1269
Ingalls & Snyder LLC
New York
$1.07M
CIA
1270
Cascade Investment Advisors
Oregon
$1.07M
CIA
1271
Cladis Investment Advisory
Montana
$1.07M
CIC
1272
Crawford Investment Counsel
Georgia
$1.07M
XF
1273
XML Financial
Maryland
$1.06M
IDA
1274
Intelligence Driven Advisers
California
$1.06M
PA
1275
Promethium Advisors
Maryland
$1.06M