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Wells Fargo

2,628 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 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
2,628
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
CCAM
1826
Cascades Capital Asset Management
North Carolina
$427K
ADL
1827
Asset Dedication LLC
California
$427K
SFG
1828
Seamount Financial Group
Colorado
$426K
WTA
1829
Washington Trust Advisors
Massachusetts
$426K
BHIA
1830
Birch Hill Investment Advisors
Massachusetts
$426K
WH
1831
Willner & Heller
California
$426K
FFG
1832
Fortem Financial Group
California
$424K
WAM
1833
Walker Asset Management
Missouri
$422K
WFA
1834
Wellspring Financial Advisors
Ohio
$422K
PMFA
1835
Plante Moran Financial Advisors
Michigan
$420K
WMA
1836
Wealth Management Associates
New Jersey
$420K
DWAM
1837
Duncan Williams Asset Management
Tennessee
$420K
CAS
1838
CTC Alternative Strategies
Illinois
$419K
RL
1839
Ruffer LLP
United Kingdom
$419K
MJP
1840
Michael J. Puzo
$419K
BGAI
1841
Bruce G. Allen Investments
Colorado
$419K
SHGA
1842
Sand Hill Global Advisors
California
$419K
QFA
1843
Quantum Financial Advisors
California
$419K
WIM
1844
Warwick Investment Management
Texas
$416K
NWWA
1845
New Wave Wealth Advisors
Arkansas
$416K
SIC
1846
Samalin Investment Counsel
New York
$416K
WF
1847
WoodTrust Financial
Wisconsin
$415K
FWM
1848
Focused Wealth Management
New York
$415K
HCMG
1849
Howard Capital Management Group
California
$415K
MAM
1850
MMA Asset Management
Pennsylvania
$415K