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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
BBPWM
1976
Blue Bell Private Wealth Management
Pennsylvania
$346K
LWM
1977
LeConte Wealth Management
Tennessee
$346K
BW
1978
BXM Wealth
Colorado
$345K
FGI
1979
Foresight Global Investors
New York
$345K
SI
1980
Saxon Interests
Texas
$344K
IIM
1981
Ipswich Investment Management
Massachusetts
$344K
LCS
1982
Levin Capital Strategies
New York
$344K
KFS
1983
Keynote Financial Services
Connecticut
$344K
SI
1984
Seeds Investor
New York
$343K
MA
1985
MKT Advisors
California
$343K
GWSG
1986
GPS Wealth Strategies Group
Colorado
$343K
TTWM
1987
TCV Trust & Wealth Management
Virginia
$342K
CWM
1988
CarsonAllaria Wealth Management
Illinois
$342K
LWCFA
1989
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$341K
CWM
1990
Circle Wealth Management
New Jersey
$341K
SIM
1991
SSI Investment Management
California
$340K
TI
1992
tru Independence
Oregon
$339K
TFCP
1993
Twin Focus Capital Partners
Massachusetts
$339K
MCA
1994
Magnolia Capital Advisors
Mississippi
$338K
CMF
1995
Counterpoint Mutual Funds
California
$337K
BWP
1996
Balboa Wealth Partners
Arizona
$337K
PCA
1997
Peddock Capital Advisors
Massachusetts
$337K
LBC
1998
Leigh Baldwin & Co
New York
$337K
JHP
1999
James Hambro & Partners
United Kingdom
$337K
IAG
2000
Investment Advisory Group
Massachusetts
$337K