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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
HBS
1501
Howard Bailey Securities
Indiana
$705K
RCA
1502
Roberts Capital Advisors
Colorado
$705K
BOSSRA
1503
B.O.S.S. Retirement Advisors
Utah
$704K
VA
1504
Valmark Advisers
Ohio
$701K
CIC
1505
Cutler Investment Counsel
Oregon
$701K
ACG
1506
Allen Capital Group
Nebraska
$700K
PMA
1507
Prudent Man Advisors
Illinois
$699K
ONGA
1508
O'Neil Global Advisors
California
$695K
KCAM
1509
Kagan Cocozza Asset Management
New Jersey
$694K
VCM
1510
Versant Capital Management
Arizona
$694K
TFIPS
1511
Towarzystwo Funduszy Inwestycyjnych PZU SA
$692K
AO
1512
Advisor OS
Illinois
$691K
VWM
1513
Vermillion Wealth Management
Minnesota
$691K
PAW
1514
Plan A Wealth
Nebraska
$690K
CUAMC
1515
China Universal Asset Management Company
China
$689K
WMA
1516
West Michigan Advisors
Michigan
$689K
DWM
1517
Dakota Wealth Management
Florida
$688K
WA
1518
Wealthstream Advisors
New York
$688K
LAM
1519
Lingohr Asset Management
Germany
$686K
CIA
1520
Cape Investment Advisory
Georgia
$685K
DE
1521
Diversified Enterprises
Delaware
$684K
CBA
1522
Coastal Bridge Advisors
Connecticut
$684K
EW
1523
Evoke Wealth
California
$683K
SB
1524
Sunflower Bank
Texas
$683K
SCA
1525
Sippican Capital Advisors
Massachusetts
$680K