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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
SIC
2076
SJS Investment Consulting
Ohio
$295K
SCG
2077
Sonata Capital Group
Washington
$295K
SFC
2078
Sprinkle Financial Consultants
Colorado
$294K
CIS
2079
Custom Index Systems
New York
$293K
PAG
2080
Powers Advisory Group
Illinois
$293K
MWM
2081
McMill Wealth Management
Nebraska
$293K
BWP
2082
BSW Wealth Partners
Colorado
$292K
NWA
2083
New World Advisors
Massachusetts
$291K
PCMN
2084
Paradigm Capital Management (Nevada)
Nevada
$291K
FSCM
2085
Front Street Capital Management
Montana
$291K
WDG
2086
Wealth Dimensions Group
Ohio
$291K
TNBTD
2087
Trustmark National Bank Trust Department
Mississippi
$291K
NG
2088
Northstar Group
New York
$291K
SIC
2089
SFE Investment Counsel
California
$291K
SNWA
2090
Siligmueller & Norvid Wealth Advisors
Illinois
$290K
MG
2091
Marex Group
$289K
DOA
2092
D'Orazio & Associates
Virginia
$288K
SCA
2093
Sandy Cove Advisors
Massachusetts
$287K
TC
2094
Trilogy Capital
California
$287K
HBW
2095
Hazlett, Burt & Watson
West Virginia
$287K
CGH
2096
CMG Global Holdings
Texas
$287K
LWM
2097
Lionshead Wealth Management
New York
$287K
SFS
2098
Strategic Financial Services
New York
$287K
LI
2099
LifeWealth Investments
Florida
$286K
CAL
2100
Capital Advisors Ltd
Ohio
$285K