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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
FCIM
1626
Fairview Capital Investment Management
California
$581K
NGA
1627
Naples Global Advisors
Florida
$580K
SFI
1628
SPC Financial Inc
Maryland
$579K
RZH
1629
Relyea Zuckerberg Hanson
Connecticut
$578K
SC
1630
Summa Corp
Texas
$572K
AAS
1631
Ameritas Advisory Services
Nebraska
$572K
NHT
1632
New Hampshire Trust
New Hampshire
$569K
LC
1633
Lincoln Capital
Nebraska
$568K
CSPIA
1634
Cary Street Partners Investment Advisory
Virginia
$566K
DMC
1635
Drexel Morgan & Co
Pennsylvania
$566K
MAG
1636
MRA Advisory Group
New Jersey
$564K
NL
1637
NWAM LLC
Washington
$563K
LA
1638
Lynch & Associates
Indiana
$563K
ECM
1639
Eisler Capital Management
United Kingdom
$562K
NRC
1640
New Republic Capital
North Carolina
$561K
PSB
1641
Piscataqua Savings Bank
New Hampshire
$560K
WC
1642
Weil Company
California
$559K
CP
1643
Canopy Partners
Ohio
$558K
CBB
1644
Citizens Business Bank
California
$557K
AWP
1645
Axis Wealth Partners
Rhode Island
$556K
BWM
1646
BlackDiamond Wealth Management
New York
$555K
FFO
1647
Fortitude Family Office
Arizona
$555K
WA
1648
WealthTrust Axiom
Pennsylvania
$554K
KFGK
1649
Keystone Financial Group (Kentucky)
Kentucky
$553K
APM
1650
a16z Perennial Management
California
$552K