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Wells Fargo

2,619 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, 1,064 increasing their positions, 950 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.81% less ownership

Funds ownership: 76.29%74.47% (-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
2,619
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
CB
1551
Cadence Bank
Mississippi
$645K
DA
1552
Doliver Advisors
Texas
$643K
SIAG
1553
Safeguard Investment Advisory Group
California
$641K
ZI
1554
ZEGA Investments
Florida
$640K
CA
1555
Claro Advisors
Massachusetts
$639K
WTFG
1556
Wood Tarver Financial Group
Idaho
$639K
DWM
1557
DKM Wealth Management
California
$638K
PP
1558
Patten & Patten
Tennessee
$638K
CA
1559
Cornerstone Advisory
Maryland
$637K
WCM
1560
Winthrop Capital Management
Indiana
$636K
BW
1561
Basepoint Wealth
Iowa
$635K
TH
1562
TCTC Holdings
Texas
$635K
SAM
1563
Sawgrass Asset Management
Florida
$635K
FB
1564
First Bancorp
Maine
$634K
MFG
1565
Mosaic Financial Group
Illinois
$634K
BWM
1566
BigSur Wealth Management
Florida
$633K
GFA
1567
Gallagher Fiduciary Advisors
Illinois
$633K
BFG
1568
Bouchey Financial Group
New York
$631K
CC
1569
Copperleaf Capital
North Carolina
$631K
HI
1570
Humankind Investments
New York
$629K
TPM
1571
Triasima Portfolio Management
Quebec, Canada
$627K
TCM
1572
Triumph Capital Management
Colorado
$626K
PMWMG
1573
Parr McKnight Wealth Management Group
Minnesota
$625K
WCM
1574
Weaver Capital Management
Georgia
$624K
WCG
1575
Weaver Consulting Group
California
$624K