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Wells Fargo

2,601 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,056 increasing their positions, 941 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.03B
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
KFI
2351
Key Financial Inc
Pennsylvania
$155K
BDL
2352
Bey-Douglas LLC
Georgia
$152K
EPIME
2353
Evelyn Partners Investment Management (Europe)
$150K
OAM
2354
Ostrum Asset Management
France
$149K
SWP
2355
Strategic Wealth Partners
Ohio
$149K
AA
2356
Addison Advisors
Vermont
$147K
NCM
2357
Northwest Capital Management
Oregon
$147K
WSC
2358
Wellington Shields & Co
New York
$146K
TCB
2359
Texas Capital Bancshares
Texas
$145K
SAM
2360
Sherman Asset Management
California
$145K
WIM
2361
Westside Investment Management
California
$145K
CT
2362
Clearstead Trust
Maine
$144K
FCT
2363
First Community Trust
Iowa
$143K
FUBT
2364
First United Bank & Trust
Maryland
$142K
PWM
2365
Proathlete Wealth Management
Florida
$141K
M
2366
MOTCO
Texas
$141K
BHWM
2367
Bay Harbor Wealth Management
Maryland
$140K
CA
2368
Centerpoint Advisors
Massachusetts
$140K
RL
2369
Rogco LP
Oklahoma
$140K
LAMC
2370
Longview Asset Management (California)
California
$139K
TC
2371
Truvestments Capital
Florida
$138K
HWA
2372
Heritage Wealth Advisors
Virginia
$135K
PWMG
2373
Prestige Wealth Management Group
New Jersey
$134K
BWL
2374
Bogart Wealth LLC
Virginia
$133K
CYG
2375
Clean Yield Group
Vermont
$133K