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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
BW
1551
Basepoint Wealth
Iowa
$635K
TH
1552
TCTC Holdings
Texas
$635K
SAM
1553
Sawgrass Asset Management
Florida
$635K
FB
1554
First Bancorp
Maine
$634K
MFG
1555
Mosaic Financial Group
Illinois
$634K
BWM
1556
BigSur Wealth Management
Florida
$633K
GFA
1557
Gallagher Fiduciary Advisors
Illinois
$633K
BFG
1558
Bouchey Financial Group
New York
$631K
CC
1559
Copperleaf Capital
North Carolina
$631K
HI
1560
Humankind Investments
New York
$629K
TPM
1561
Triasima Portfolio Management
Quebec, Canada
$627K
TCM
1562
Triumph Capital Management
Colorado
$626K
PMWMG
1563
Parr McKnight Wealth Management Group
Minnesota
$625K
WCM
1564
Weaver Capital Management
Georgia
$624K
WCG
1565
Weaver Consulting Group
California
$624K
VFG
1566
Victory Financial Group
Texas
$624K
BAS
1567
Brueske Advisory Services
Washington
$623K
BMWM
1568
Brown Miller Wealth Management
Virginia
$622K
CMAI
1569
Capital Management Associates Inc
Minnesota
$622K
BLC
1570
Brown, Lisle/Cummings
Rhode Island
$622K
VP
1571
Verum Partners
North Carolina
$621K
ST
1572
Spinnaker Trust
Maine
$621K
BCCM
1573
Bridge Creek Capital Management
Massachusetts
$620K
TP
1574
Tranquility Partners
Tennessee
$618K
EGA
1575
E&G Advisors
Texas
$616K