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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
BIP
1401
Blueprint Investment Partners
North Carolina
$854K
CVM
1402
Cheviot Value Management
California
$852K
GRQ
1403
Gardner Russo & Quinn
Pennsylvania
$851K
PA
1404
Perennial Advisors
New York
$848K
WB
1405
Webster Bank
Connecticut
$846K
FFIC
1406
First Fiduciary Investment Counsel
Ohio
$844K
BRWM
1407
Blue Rock Wealth Management
North Carolina
$843K
NFC
1408
Northstar Financial Companies
Pennsylvania
$843K
SIA
1409
SGL Investment Advisors
Montana
$842K
WB
1410
West Bancorporation
Iowa
$840K
KF
1411
Krilogy Financial
Missouri
$838K
PI
1412
Parkside Investments
Illinois
$838K
SMA
1413
Seven Mile Advisory
New Jersey
$837K
BTWM
1414
Baker Tilly Wealth Management
Wisconsin
$836K
ZIG
1415
Zuckerman Investment Group
Illinois
$836K
LJAC
1416
L.J. Altfest & Co
New York
$835K
AG
1417
AlTi Global
New York
$835K
WIC
1418
Woodmont Investment Counsel
Tennessee
$834K
MWM
1419
Manske Wealth Management
Texas
$832K
BMC
1420
Beaton Management Company
Massachusetts
$826K
SC
1421
Steph & Co
Wisconsin
$825K
SWM
1422
Sendero Wealth Management
Texas
$824K
WAG
1423
Wallace Advisory Group
California
$823K
GSC
1424
G&S Capital
Colorado
$819K
VWM
1425
Venturi Wealth Management
Texas
$818K