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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
NWA
2101
New World Advisors
Massachusetts
$291K
PCMN
2102
Paradigm Capital Management (Nevada)
Nevada
$291K
FSCM
2103
Front Street Capital Management
Montana
$291K
WDG
2104
Wealth Dimensions Group
Ohio
$291K
TNBTD
2105
Trustmark National Bank Trust Department
Mississippi
$291K
NG
2106
Northstar Group
New York
$291K
SIC
2107
SFE Investment Counsel
California
$291K
SNWA
2108
Siligmueller & Norvid Wealth Advisors
Illinois
$290K
MG
2109
Marex Group
$289K
DOA
2110
D'Orazio & Associates
Virginia
$288K
SCA
2111
Sandy Cove Advisors
Massachusetts
$287K
TC
2112
Trilogy Capital
California
$287K
HBW
2113
Hazlett, Burt & Watson
West Virginia
$287K
CGH
2114
CMG Global Holdings
Texas
$287K
LWM
2115
Lionshead Wealth Management
New York
$287K
SFS
2116
Strategic Financial Services
New York
$287K
LI
2117
LifeWealth Investments
Florida
$286K
CAL
2118
Capital Advisors Ltd
Ohio
$285K
TAFW
2119
Tred Avon Family Wealth
Maryland
$285K
CAM
2120
Cozad Asset Management
Illinois
$285K
TFA
2121
Tobias Financial Advisors
Florida
$284K
CAM
2122
Claret Asset Management
Quebec, Canada
$282K
FM
2123
Foster & Motley
Ohio
$282K
SWRP
2124
Summit Wealth & Retirement Planning
California
$282K
EIA
2125
Edgemoor Investment Advisors
Maryland
$281K