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Wells Fargo

2,604 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, 942 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
2,604
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
VC
1801
Vicus Capital
Pennsylvania
$432K
SSA
1802
Sierra Summit Advisors
Nevada
$432K
MSA
1803
Marino Stram & Associates
Massachusetts
$430K
FFC
1804
First Financial Corp
Indiana
$430K
OIS
1805
OneAscent Investment Solutions
Alabama
$429K
PA
1806
Procyon Advisors
Connecticut
$428K
Q
1807
QVR
California
$428K
BWA
1808
Burt Wealth Advisors
Maryland
$428K
APM
1809
Advanced Portfolio Management
New York
$427K
CCAM
1810
Cascades Capital Asset Management
North Carolina
$427K
ADL
1811
Asset Dedication LLC
California
$427K
SFG
1812
Seamount Financial Group
Colorado
$426K
WTA
1813
Washington Trust Advisors
Massachusetts
$426K
BHIA
1814
Birch Hill Investment Advisors
Massachusetts
$426K
WH
1815
Willner & Heller
California
$426K
FFG
1816
Fortem Financial Group
California
$424K
WAM
1817
Walker Asset Management
Missouri
$422K
WFA
1818
Wellspring Financial Advisors
Ohio
$422K
PMFA
1819
Plante Moran Financial Advisors
Michigan
$420K
WMA
1820
Wealth Management Associates
New Jersey
$420K
DWAM
1821
Duncan Williams Asset Management
Tennessee
$420K
MJP
1822
Michael J. Puzo
$419K
RL
1823
Ruffer LLP
United Kingdom
$419K
BGAI
1824
Bruce G. Allen Investments
Colorado
$419K
SHGA
1825
Sand Hill Global Advisors
California
$419K