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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
2,627
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
CIEC
1251
Crédit Industriel et Commercial
France
$1.12M
CWM
1252
C2C Wealth Management
Arizona
$1.11M
HIM
1253
Hanlon Investment Management
New Jersey
$1.11M
MSWM
1254
McGlone Suttner Wealth Management
Wisconsin
$1.11M
1SB
1255
1ST Source Bank
Indiana
$1.11M
FMWA
1256
Forvis Mazars Wealth Advisors
Missouri
$1.11M
Optiver Holding
1257
Optiver Holding
Netherlands
$1.1M
LCAM
1258
London & Capital Asset Management
United Kingdom
$1.1M
SFG
1259
Sather Financial Group
Texas
$1.1M
PP
1260
PDS Planning
Ohio
$1.1M
RCWM
1261
Royal Capital Wealth Management
Indiana
$1.1M
PTP
1262
Platform Technology Partners
New York
$1.1M
SCM
1263
Stevens Capital Management
Pennsylvania
$1.1M
WAM
1264
Weatherly Asset Management
California
$1.1M
OWP
1265
Obermeyer Wealth Partners
Colorado
$1.09M
AA
1266
Advisory Alpha
Michigan
$1.09M
PFBT
1267
Parkside Financial Bank & Trust
Missouri
$1.08M
CLA
1268
Carnegie Lake Advisors
New Jersey
$1.08M
JSSH
1269
J. Safra Sarasin Holding
$1.08M
HFO
1270
Heritage Family Offices
Arizona
$1.08M
SWM
1271
Shakespeare Wealth Management
Wisconsin
$1.08M
CAG
1272
Csenge Advisory Group
Florida
$1.08M
Members Trust
1273
Members Trust
Florida
$1.08M
FIB
1274
First Interstate Bank
Montana
$1.08M
AHL
1275
Abel Hall LLC
Louisiana
$1.08M