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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
IIM
1976
Ipswich Investment Management
Massachusetts
$344K
LCS
1977
Levin Capital Strategies
New York
$344K
KFS
1978
Keynote Financial Services
Connecticut
$344K
SI
1979
Seeds Investor
New York
$343K
MA
1980
MKT Advisors
California
$343K
GWSG
1981
GPS Wealth Strategies Group
Colorado
$343K
TTWM
1982
TCV Trust & Wealth Management
Virginia
$342K
CWM
1983
CarsonAllaria Wealth Management
Illinois
$342K
LWCFA
1984
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$341K
CWM
1985
Circle Wealth Management
New Jersey
$341K
SIM
1986
SSI Investment Management
California
$340K
TI
1987
tru Independence
Oregon
$339K
TFCP
1988
Twin Focus Capital Partners
Massachusetts
$339K
MCA
1989
Magnolia Capital Advisors
Mississippi
$338K
CMF
1990
Counterpoint Mutual Funds
California
$337K
BWP
1991
Balboa Wealth Partners
Arizona
$337K
PCA
1992
Peddock Capital Advisors
Massachusetts
$337K
LBC
1993
Leigh Baldwin & Co
New York
$337K
JHP
1994
James Hambro & Partners
United Kingdom
$337K
IAG
1995
Investment Advisory Group
Massachusetts
$337K
CM
1996
Capula Management
Cayman Islands
$336K
WCFA
1997
Walkner Condon Financial Advisors
Wisconsin
$336K
UBV
1998
United Bank (Virginia)
Virginia
$335K
EP
1999
EPIQ Partners
Minnesota
$335K
EIG
2000
Ellenbecker Investment Group
Wisconsin
$334K