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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-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
2,627
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
CT
1801
Colonial Trust
South Carolina
$444K
IB
1802
Intrust Bank
Kansas
$443K
HIIFS
1803
Harel Insurance Investments & Financial Services
Israel
$443K
CAI
1804
Capital Advisors Inc
Oklahoma
$440K
VWA
1805
VSM Wealth Advisory
Maryland
$440K
BFA
1806
Brown Financial Advisors
Ohio
$439K
MPCG
1807
Matrix Private Capital Group
New York
$437K
AIM
1808
Acropolis Investment Management
Missouri
$435K
ACM
1809
Ayrshire Capital Management
Connecticut
$435K
SWM
1810
Stockman Wealth Management
Montana
$434K
SMC
1811
Smith, Moore & Co
Missouri
$433K
RP
1812
Raelipskie Partnership
Ontario, Canada
$433K
MAG
1813
Mokosak Advisory Group
Iowa
$433K
SIMG
1814
Sonora Investment Management Group
Arizona
$433K
BFF
1815
Byrne Financial Freedom
Massachusetts
$433K
DDC
1816
DF Dent & Co
Maryland
$432K
VC
1817
Vicus Capital
Pennsylvania
$432K
SSA
1818
Sierra Summit Advisors
Nevada
$432K
MSA
1819
Marino Stram & Associates
Massachusetts
$430K
FFC
1820
First Financial Corp
Indiana
$430K
OIS
1821
OneAscent Investment Solutions
Alabama
$429K
PA
1822
Procyon Advisors
Connecticut
$428K
Q
1823
QVR
California
$428K
BWA
1824
Burt Wealth Advisors
Maryland
$428K
APM
1825
Advanced Portfolio Management
New York
$427K