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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
BTW
1251
Boston Trust Walden
Massachusetts
$1.13M
RCM
1252
Raleigh Capital Management
North Carolina
$1.13M
BMA
1253
Brooks Moore & Associates
Tennessee
$1.13M
MPAM
1254
Murphy Pohlad Asset Management
Minnesota
$1.13M
SWM
1255
Segment Wealth Management
Texas
$1.12M
GIM
1256
Generali Investments Management
Slovenia
$1.12M
FFG
1257
Fiduciary Financial Group
California
$1.12M
CIEC
1258
Crédit Industriel et Commercial
France
$1.12M
CWM
1259
C2C Wealth Management
Arizona
$1.11M
HIM
1260
Hanlon Investment Management
New Jersey
$1.11M
MSWM
1261
McGlone Suttner Wealth Management
Wisconsin
$1.11M
1SB
1262
1ST Source Bank
Indiana
$1.11M
FMWA
1263
Forvis Mazars Wealth Advisors
Missouri
$1.11M
Optiver Holding
1264
Optiver Holding
Netherlands
$1.1M
LCAM
1265
London & Capital Asset Management
United Kingdom
$1.1M
SFG
1266
Sather Financial Group
Texas
$1.1M
PP
1267
PDS Planning
Ohio
$1.1M
RCWM
1268
Royal Capital Wealth Management
Indiana
$1.1M
PTP
1269
Platform Technology Partners
New York
$1.1M
SCM
1270
Stevens Capital Management
Pennsylvania
$1.1M
WAM
1271
Weatherly Asset Management
California
$1.1M
OWP
1272
Obermeyer Wealth Partners
Colorado
$1.09M
AA
1273
Advisory Alpha
Michigan
$1.09M
PFBT
1274
Parkside Financial Bank & Trust
Missouri
$1.08M
CLA
1275
Carnegie Lake Advisors
New Jersey
$1.08M