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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
SOS
1376
Silver Oak Securities
Tennessee
$866K
MBT
1377
Montecito Bank & Trust
California
$866K
DC
1378
Diametric Capital
Massachusetts
$866K
WP
1379
Wealthspan Partners
Iowa
$863K
ALAM
1380
Asahi Life Asset Management
Japan
$859K
WCA
1381
Westover Capital Advisors
Delaware
$859K
PIA
1382
Perennial Investment Advisors
California
$858K
ICP
1383
Interchange Capital Partners
Pennsylvania
$855K
BIP
1384
Blueprint Investment Partners
North Carolina
$854K
CVM
1385
Cheviot Value Management
California
$852K
GRQ
1386
Gardner Russo & Quinn
Pennsylvania
$851K
PA
1387
Perennial Advisors
New York
$848K
WB
1388
Webster Bank
Connecticut
$846K
FFIC
1389
First Fiduciary Investment Counsel
Ohio
$844K
BRWM
1390
Blue Rock Wealth Management
North Carolina
$843K
NFC
1391
Northstar Financial Companies
Pennsylvania
$843K
SIA
1392
SGL Investment Advisors
Montana
$842K
WB
1393
West Bancorporation
Iowa
$840K
KF
1394
Krilogy Financial
Missouri
$838K
PI
1395
Parkside Investments
Illinois
$838K
SMA
1396
Seven Mile Advisory
New Jersey
$837K
BTWM
1397
Baker Tilly Wealth Management
Wisconsin
$836K
ZIG
1398
Zuckerman Investment Group
Illinois
$836K
LJAC
1399
L.J. Altfest & Co
New York
$835K
AG
1400
AlTi Global
New York
$835K