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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
BFA
1801
Brown Financial Advisors
Ohio
$439K
MPCG
1802
Matrix Private Capital Group
New York
$437K
AIM
1803
Acropolis Investment Management
Missouri
$435K
ACM
1804
Ayrshire Capital Management
Connecticut
$435K
SWM
1805
Stockman Wealth Management
Montana
$434K
SMC
1806
Smith, Moore & Co
Missouri
$433K
RP
1807
Raelipskie Partnership
Ontario, Canada
$433K
MAG
1808
Mokosak Advisory Group
Iowa
$433K
SIMG
1809
Sonora Investment Management Group
Arizona
$433K
BFF
1810
Byrne Financial Freedom
Massachusetts
$433K
DDC
1811
DF Dent & Co
Maryland
$432K
VC
1812
Vicus Capital
Pennsylvania
$432K
SSA
1813
Sierra Summit Advisors
Nevada
$432K
MSA
1814
Marino Stram & Associates
Massachusetts
$430K
FFC
1815
First Financial Corp
Indiana
$430K
OIS
1816
OneAscent Investment Solutions
Alabama
$429K
PA
1817
Procyon Advisors
Connecticut
$428K
Q
1818
QVR
California
$428K
BWA
1819
Burt Wealth Advisors
Maryland
$428K
APM
1820
Advanced Portfolio Management
New York
$427K
CCAM
1821
Cascades Capital Asset Management
North Carolina
$427K
ADL
1822
Asset Dedication LLC
California
$427K
SFG
1823
Seamount Financial Group
Colorado
$426K
WTA
1824
Washington Trust Advisors
Massachusetts
$426K
BHIA
1825
Birch Hill Investment Advisors
Massachusetts
$426K