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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
AF
1751
Arrow Financial
New York
$479K
KWM
1752
Keebeck Wealth Management
Illinois
$479K
TW
1753
Traveka Wealth
California
$478K
NPA
1754
Nichols & Pratt Advisers
Massachusetts
$478K
SNBOSD
1755
Security National Bank of So Dak
Iowa
$478K
HR
1756
Hardy Reed
Mississippi
$477K
IC
1757
Inscription Capital
Texas
$477K
AFG
1758
Allegheny Financial Group
Pennsylvania
$476K
UF
1759
Univest Financial
Pennsylvania
$476K
LOAMU
1760
Lombard Odier Asset Management (USA)
New York
$474K
TIM
1761
Thompson Investment Management
Wisconsin
$473K
CGPCS
1762
Capital Group Private Client Services
California
$472K
AW
1763
Avion Wealth
Texas
$472K
BI
1764
Bradyco Inc
Massachusetts
$472K
RFP
1765
Root Financial Partners
California
$472K
PWA
1766
Physician Wealth Advisors
Utah
$471K
CCM
1767
Charter Capital Management
Wisconsin
$471K
IA
1768
Inspire Advisors
Idaho
$470K
SWM
1769
Steinberganna Wealth Management
New York
$467K
WCM
1770
Wedge Capital Management
North Carolina
$467K
PAI
1771
Pittenger & Anderson Inc
Nebraska
$466K
FCAS
1772
First Command Advisory Services
Texas
$465K
PWP
1773
Pursue Wealth Partners
California
$464K
FA
1774
Fountainhead AM
New Jersey
$463K
SSG
1775
Summit Securities Group
New York
$463K