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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
BONH
2426
Bank of New Hampshire
New Hampshire
$102K
MIM
2427
Manitou Investment Management
Ontario, Canada
$102K
FFL
2428
Financial Freedom LLC
Ohio
$102K
MSWM
2429
Mowery & Schoenfeld Wealth Management
Illinois
$101K
FMTCOCP
2430
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$101K
SP
2431
Saranac Partners
$101K
OPTFSNA
2432
Old Point Trust & Financial Services N A
Virginia
$99.2K
SVCP
2433
Silicon Valley Capital Partners
California
$98.4K
1IA
2434
1620 Investment Advisors
Massachusetts
$98.1K
FFA
2435
Frazier Financial Advisors
Ohio
$96.6K
FP
2436
Financial Perspectives
Minnesota
$94K
RJA
2437
Ross\Johnson & Associates
Minnesota
$92.3K
HNW
2438
High Note Wealth
Minnesota
$92K
OIA
2439
Optimum Investment Advisors
Illinois
$90.2K
PW
2440
Pandora Wealth
Illinois
$88K
CAM
2441
Creekmur Asset Management
Illinois
$84.3K
OA
2442
Operose Advisors
Wisconsin
$83.8K
RAM
2443
Ramirez Asset Management
New York
$83.8K
BGA
2444
Battery Global Advisors
Massachusetts
$83.8K
BWM
2445
Bernard Wealth Management
Michigan
$83.5K
NFSG
2446
Newbridge Financial Services Group
Florida
$83.1K
KFP
2447
Keener Financial Planning
Texas
$83K
RFS
2448
Richardson Financial Services
Massachusetts
$82.3K
FDCP
2449
Foster Dykema Cabot & Partners
Massachusetts
$82.1K
IWM
2450
IMG Wealth Management
Florida
$78.8K