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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
FDCP
2426
Foster Dykema Cabot & Partners
Massachusetts
$82.1K
IWM
2427
IMG Wealth Management
Florida
$78.8K
FMP
2428
Financial Management Professionals
Texas
$77.6K
BP
2429
BNP Paribas
France
$77.4K
FC
2430
Financial Consulate
Maryland
$76K
AT
2431
Arlington Trust
Alabama
$75.6K
SNB
2432
Security National Bank
Nebraska
$75.1K
CWM
2433
Crowley Wealth Management
Delaware
$75K
VFM
2434
Vision Financial Markets
Connecticut
$74.4K
IRC
2435
Investors Research Corp
Georgia
$73.7K
WA
2436
WPG Advisers
Maryland
$72.9K
SRCM
2437
Signature Resources Capital Management
California
$71.3K
NECFA
2438
New England Capital Financial Advisors
Connecticut
$70.3K
CFD
2439
Creative Financial Designs
Indiana
$69.4K
WSCM
2440
Wellington Shields Capital Management
New York
$69.2K
PWMG
2441
Private Wealth Management Group
New Jersey
$68.7K
BL
2442
BFSG LLC
California
$68.6K
Q1WB
2443
Quest 10 Wealth Builders
Virginia
$68.2K
T
2444
TOBAM
France
$68K
MFT
2445
Moisand Fitzgerald Tamayo
Florida
$67.4K
ATC
2446
Advantage Trust Company
Kansas
$67.1K
BI
2447
Binnacle Investments
Iowa
$66.1K
FC
2448
Fairscale Capital
New Hampshire
$65.4K
TIM
2449
Tortoise Investment Management
New York
$63.8K
RFA
2450
Reyes Financial Architecture
California
$61K