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Wells Fargo

2,616 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,062 increasing their positions, 948 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:

1.73% less ownership

Funds ownership: 76.2%74.47% (-1.7%)

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
2,616
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
NCM
2276
NCM Capital Management
New Jersey
$223K
SF
2277
SWP Financial
California
$223K
KFG
2278
Kingdom Financial Group
Arizona
$223K
ITB
2279
Idaho Trust Bank
Idaho
$223K
KFS
2280
Kurt F. Somerville
$222K
CCP
2281
Clarkston Capital Partners
Michigan
$222K
SCM
2282
Spring Capital Management
Texas
$221K
SAA
2283
Southeast Asset Advisors
Georgia
$221K
RCMU
2284
Rokos Capital Management (UK)
United Kingdom
$221K
WPA
2285
West Paces Advisors
Georgia
$219K
EFG
2286
Ethos Financial Group
Pennsylvania
$218K
BIA
2287
BHK Investment Advisors
Alabama
$218K
EP
2288
Essential Planning
New Hampshire
$218K
TYCC
2289
Texas Yale Capital Corp
Florida
$217K
PH
2290
Pinnacle Holdings
Oklahoma
$216K
BST
2291
Bath Savings Trust
Maine
$215K
CFGW
2292
Chancellor Financial Group WB
Pennsylvania
$215K
SC
2293
Saturna Capital
Washington
$214K
KFA
2294
Kapstone Financial Advisors
Ohio
$214K
FWA
2295
Flagship Wealth Advisors
Massachusetts
$214K
WorldQuant Millennium Advisors
2296
WorldQuant Millennium Advisors
New York
$214K
IIA
2297
IPG Investment Advisors
California
$214K
AF
2298
Affiance Financial
Minnesota
$214K
CFG
2299
Carter Financial Group
Illinois
$214K
BWM
2300
BCS Wealth Management
Tennessee
$214K