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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
OAM
2376
Ostrum Asset Management
France
$149K
SWP
2377
Strategic Wealth Partners
Ohio
$149K
AA
2378
Addison Advisors
Vermont
$147K
NCM
2379
Northwest Capital Management
Oregon
$147K
WSC
2380
Wellington Shields & Co
New York
$146K
TCB
2381
Texas Capital Bancshares
Texas
$145K
SAM
2382
Sherman Asset Management
California
$145K
WIM
2383
Westside Investment Management
California
$145K
CT
2384
Clearstead Trust
Maine
$144K
FCT
2385
First Community Trust
Iowa
$143K
FUBT
2386
First United Bank & Trust
Maryland
$142K
PWM
2387
Proathlete Wealth Management
Florida
$141K
M
2388
MOTCO
Texas
$141K
BHWM
2389
Bay Harbor Wealth Management
Maryland
$140K
CA
2390
Centerpoint Advisors
Massachusetts
$140K
RL
2391
Rogco LP
Oklahoma
$140K
LAMC
2392
Longview Asset Management (California)
California
$139K
TC
2393
Truvestments Capital
Florida
$138K
HWA
2394
Heritage Wealth Advisors
Virginia
$135K
PWMG
2395
Prestige Wealth Management Group
New Jersey
$134K
BWL
2396
Bogart Wealth LLC
Virginia
$133K
CYG
2397
Clean Yield Group
Vermont
$133K
WWA
2398
Wealth Watch Advisors
Colorado
$132K
HCM
2399
Hollencrest Capital Management
California
$131K
OAJ
2400
Ogorek Anthony Joseph
New York
$130K