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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
APP
1376
Avantax Planning Partners
Iowa
$888K
PWW
1377
Pettyjohn Wood & White
Virginia
$883K
BCFD
1378
Boit C.F. David
$882K
AWAP
1379
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$881K
LW
1380
Linscomb Wealth
Texas
$874K
FMLI
1381
Fukoku Mutual Life Insurance
Japan
$873K
KA
1382
Klingman & Associates
New York
$873K
MIFH
1383
Migdal Insurance & Financial Holdings
Israel
$872K
CCA
1384
Carrera Capital Advisors
Michigan
$869K
SOS
1385
Silver Oak Securities
Tennessee
$866K
MBT
1386
Montecito Bank & Trust
California
$866K
DC
1387
Diametric Capital
Massachusetts
$866K
WP
1388
Wealthspan Partners
Iowa
$863K
ALAM
1389
Asahi Life Asset Management
Japan
$859K
WCA
1390
Westover Capital Advisors
Delaware
$859K
PIA
1391
Perennial Investment Advisors
California
$858K
ICP
1392
Interchange Capital Partners
Pennsylvania
$855K
BIP
1393
Blueprint Investment Partners
North Carolina
$854K
CVM
1394
Cheviot Value Management
California
$852K
GRQ
1395
Gardner Russo & Quinn
Pennsylvania
$851K
PA
1396
Perennial Advisors
New York
$848K
WB
1397
Webster Bank
Connecticut
$846K
FFIC
1398
First Fiduciary Investment Counsel
Ohio
$844K
BRWM
1399
Blue Rock Wealth Management
North Carolina
$843K
NFC
1400
Northstar Financial Companies
Pennsylvania
$843K