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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
SC
2126
SummitTX Capital
Texas
$275K
HC
2127
Hara Capital
Washington
$274K
VCM
2128
Vivaldi Capital Management
Illinois
$274K
GIA
2129
Guyasuta Investment Advisors
Pennsylvania
$273K
AG
2130
AmeriFlex Group
Nevada
$273K
RC
2131
Rovin Capital
Arizona
$273K
PCMC
2132
Paragon Capital Management (Colorado)
Colorado
$273K
OTL
2133
Oak Thistle LLC
New York
$273K
BIG
2134
Builder Investment Group
Georgia
$272K
SPI
2135
Sutton Place Investors
New York
$272K
HWA
2136
Heartwood Wealth Advisors
Virginia
$272K
GWM
2137
GDS Wealth Management
Texas
$272K
AWA
2138
Aletheian Wealth Advisors
Washington
$271K
NPT
2139
Nixon Peabody Trust
Massachusetts
$271K
MHC
2140
May Hill Capital
Massachusetts
$271K
UBG
2141
United Bank (Georgia)
Georgia
$271K
FWM
2142
Finer Wealth Management
Massachusetts
$271K
HPM
2143
Hoxton Planning & Management
West Virginia
$270K
NWA
2144
Navis Wealth Advisors
New York
$270K
BWM
2145
BNC Wealth Management
Oregon
$270K
PCM
2146
Penserra Capital Management
California
$269K
MTIC
2147
Missouri Trust & Investment Company
Missouri
$269K
API
2148
Asset Planning Inc
California
$268K
HGWM
2149
Horst & Graben Wealth Management
Oregon
$268K
CIA
2150
Caledonia Investments (Australia)
Australia
$268K