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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
2,627
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
ONGA
1501
O'Neil Global Advisors
California
$695K
KCAM
1502
Kagan Cocozza Asset Management
New Jersey
$694K
VCM
1503
Versant Capital Management
Arizona
$694K
TFIPS
1504
Towarzystwo Funduszy Inwestycyjnych PZU SA
$692K
AO
1505
Advisor OS
Illinois
$691K
VWM
1506
Vermillion Wealth Management
Minnesota
$691K
PAW
1507
Plan A Wealth
Nebraska
$690K
CUAMC
1508
China Universal Asset Management Company
China
$689K
WMA
1509
West Michigan Advisors
Michigan
$689K
DWM
1510
Dakota Wealth Management
Florida
$688K
WA
1511
Wealthstream Advisors
New York
$688K
LAM
1512
Lingohr Asset Management
Germany
$686K
CIA
1513
Cape Investment Advisory
Georgia
$685K
DE
1514
Diversified Enterprises
Delaware
$684K
CBA
1515
Coastal Bridge Advisors
Connecticut
$684K
EW
1516
Evoke Wealth
California
$683K
SB
1517
Sunflower Bank
Texas
$683K
SCA
1518
Sippican Capital Advisors
Massachusetts
$680K
MCC
1519
Money Concepts Capital
Florida
$679K
IF
1520
Integrity Financial
Wyoming
$678K
WA
1521
Waddell & Associates
Tennessee
$675K
CG
1522
CFO4Life Group
Texas
$675K
AA
1523
Auxano Advisors
Washington
$675K
JSAM
1524
J. Safra Asset Management
New York
$674K
OWIM
1525
Old West Investment Management
California
$674K