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Wells Fargo

2,646 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, 1,076 increasing their positions, 963 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.76% less ownership

Funds ownership: 76.31%74.55% (-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
2,646
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 +$626M
2 +$453M
3 +$362M
4
JP Morgan Chase
JP Morgan Chase
New York
+$345M
5
Morgan Stanley
Morgan Stanley
New York
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
VC
1826
Vicus Capital
Pennsylvania
$432K
SSA
1827
Sierra Summit Advisors
Nevada
$432K
MSA
1828
Marino Stram & Associates
Massachusetts
$430K
FFC
1829
First Financial Corp
Indiana
$430K
OIS
1830
OneAscent Investment Solutions
Alabama
$429K
PA
1831
Procyon Advisors
Connecticut
$428K
Q
1832
QVR
California
$428K
BWA
1833
Burt Wealth Advisors
Maryland
$428K
APM
1834
Advanced Portfolio Management
New York
$427K
CCAM
1835
Cascades Capital Asset Management
North Carolina
$427K
ADL
1836
Asset Dedication LLC
California
$427K
SFG
1837
Seamount Financial Group
Colorado
$426K
WTA
1838
Washington Trust Advisors
Massachusetts
$426K
BHIA
1839
Birch Hill Investment Advisors
Massachusetts
$426K
WH
1840
Willner & Heller
California
$426K
FFG
1841
Fortem Financial Group
California
$424K
WAM
1842
Walker Asset Management
Missouri
$422K
WFA
1843
Wellspring Financial Advisors
Ohio
$422K
PMFA
1844
Plante Moran Financial Advisors
Michigan
$420K
WMA
1845
Wealth Management Associates
New Jersey
$420K
DWAM
1846
Duncan Williams Asset Management
Tennessee
$420K
CAS
1847
CTC Alternative Strategies
Illinois
$419K
MJP
1848
Michael J. Puzo
$419K
RL
1849
Ruffer LLP
United Kingdom
$419K
BGAI
1850
Bruce G. Allen Investments
Colorado
$419K