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Wells Fargo

2,627 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, 1,067 increasing their positions, 953 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.8% less ownership

Funds ownership: 76.3%74.5% (-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
2,627
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
CBT
2351
Crews Bank & Trust
Florida
$196K
AAG
2352
Armstrong Advisory Group
Massachusetts
$195K
AWM
2353
Abound Wealth Management
Tennessee
$195K
MWPCG
2354
Measured Wealth Private Client Group
New Hampshire
$192K
DIP
2355
DT Investment Partners
Pennsylvania
$190K
GCM
2356
Gables Capital Management
Florida
$184K
CB
2357
Community Bank
New York
$172K
HDIM
2358
Hanson & Doremus Investment Management
Vermont
$171K
BTC
2359
Bank & Trust Company
Illinois
$171K
SR
2360
Syntax Research
Florida
$171K
GCM
2361
Gladius Capital Management
Illinois
$170K
GEA
2362
Glen Eagle Advisors
New Jersey
$170K
WFA
2363
West Financial Advisors
Iowa
$170K
CHC
2364
City Holding Co
West Virginia
$168K
HA
2365
Heartland Advisors
Wisconsin
$168K
SOAMC
2366
Spirit of America Management Corp
New York
$168K
CCMI
2367
Creative Capital Management Investments
California
$168K
CFP
2368
Comprehensive Financial Planning
Pennsylvania
$168K
OWP
2369
ORG Wealth Partners
Texas
$167K
BFPW
2370
BOK Financial Private Wealth
Colorado
$162K
ME
2371
McIlrath & Eck
Washington
$160K
JEST
2372
JTC Employer Solutions Trustee
Jersey
$160K
KFI
2373
Key Financial Inc
Pennsylvania
$155K
BDL
2374
Bey-Douglas LLC
Georgia
$152K
EPIME
2375
Evelyn Partners Investment Management (Europe)
$150K