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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
SRC
1476
Shufro Rose & Co
New York
$711K
SIA
1477
Strategic Investment Advisors
Michigan
$710K
SSWM
1478
Sheets Smith Wealth Management
North Carolina
$709K
BFC
1479
Bedel Financial Consulting
Indiana
$708K
SCP
1480
Sivia Capital Partners
California
$708K
EGA
1481
Eagle Global Advisors
Texas
$706K
RCA
1482
Roberts Capital Advisors
Colorado
$705K
BOSSRA
1483
B.O.S.S. Retirement Advisors
Utah
$704K
VA
1484
Valmark Advisers
Ohio
$701K
CIC
1485
Cutler Investment Counsel
Oregon
$701K
ACG
1486
Allen Capital Group
Nebraska
$700K
PMA
1487
Prudent Man Advisors
Illinois
$699K
ONGA
1488
O'Neil Global Advisors
California
$695K
KCAM
1489
Kagan Cocozza Asset Management
New Jersey
$694K
VCM
1490
Versant Capital Management
Arizona
$694K
TFIPS
1491
Towarzystwo Funduszy Inwestycyjnych PZU SA
$692K
AO
1492
Advisor OS
Illinois
$691K
VWM
1493
Vermillion Wealth Management
Minnesota
$691K
PAW
1494
Plan A Wealth
Nebraska
$690K
CUAMC
1495
China Universal Asset Management Company
China
$689K
WMA
1496
West Michigan Advisors
Michigan
$689K
DWM
1497
Dakota Wealth Management
Florida
$688K
WA
1498
Wealthstream Advisors
New York
$688K
LAM
1499
Lingohr Asset Management
Germany
$686K
DE
1500
Diversified Enterprises
Delaware
$684K