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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
ITB
2301
Idaho Trust Bank
Idaho
$223K
KFS
2302
Kurt F. Somerville
$222K
CCP
2303
Clarkston Capital Partners
Michigan
$222K
SCM
2304
Spring Capital Management
Texas
$221K
SAA
2305
Southeast Asset Advisors
Georgia
$221K
RCMU
2306
Rokos Capital Management (UK)
United Kingdom
$221K
WPA
2307
West Paces Advisors
Georgia
$219K
EFG
2308
Ethos Financial Group
Pennsylvania
$218K
BIA
2309
BHK Investment Advisors
Alabama
$218K
EP
2310
Essential Planning
New Hampshire
$218K
TYCC
2311
Texas Yale Capital Corp
Florida
$217K
PH
2312
Pinnacle Holdings
Oklahoma
$216K
BST
2313
Bath Savings Trust
Maine
$215K
CFGW
2314
Chancellor Financial Group WB
Pennsylvania
$215K
SC
2315
Saturna Capital
Washington
$214K
KFA
2316
Kapstone Financial Advisors
Ohio
$214K
FWA
2317
Flagship Wealth Advisors
Massachusetts
$214K
WorldQuant Millennium Advisors
2318
WorldQuant Millennium Advisors
New York
$214K
IIA
2319
IPG Investment Advisors
California
$214K
AF
2320
Affiance Financial
Minnesota
$214K
CFG
2321
Carter Financial Group
Illinois
$214K
BWM
2322
BCS Wealth Management
Tennessee
$214K
RA
2323
Riversedge Advisors
Delaware
$213K
MWP
2324
Meridian Wealth Partners
Pennsylvania
$213K
CB
2325
Centennial Bank
Arkansas
$213K