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Wells Fargo

2,615 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,062 increasing their positions, 947 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: $ → $

more funds holding

Funds holding:

1.73% less ownership

Funds ownership: 76.2%74.47% (-1.7%)

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
2,615
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
NECFA
2451
New England Capital Financial Advisors
Connecticut
$70.3K
CFD
2452
Creative Financial Designs
Indiana
$69.4K
WSCM
2453
Wellington Shields Capital Management
New York
$69.2K
PWMG
2454
Private Wealth Management Group
New Jersey
$68.7K
BL
2455
BFSG LLC
California
$68.6K
Q1WB
2456
Quest 10 Wealth Builders
Virginia
$68.2K
T
2457
TOBAM
France
$68K
MFT
2458
Moisand Fitzgerald Tamayo
Florida
$67.4K
ATC
2459
Advantage Trust Company
Kansas
$67.1K
BI
2460
Binnacle Investments
Iowa
$66.1K
FC
2461
Fairscale Capital
New Hampshire
$65.4K
TIM
2462
Tortoise Investment Management
New York
$63.8K
RFA
2463
Reyes Financial Architecture
California
$61K
HC
2464
Hoese & Co
Minnesota
$60.7K
MSWA
2465
Marshall & Sterling Wealth Advisors
New York
$59.8K
CCMW
2466
Cypress Capital Management (Wyoming)
Wyoming
$58.8K
MAM
2467
Meeder Asset Management
Ohio
$58.4K
MAM
2468
Morse Asset Management
Connecticut
$58.3K
HHMI
2469
Howard Hughes Medical Institute
Maryland
$57.7K
BC
2470
Bayforest Capital
United Kingdom
$57.7K
VWA
2471
Valued Wealth Advisors
Utah
$55.9K
Loomis, Sayles & Company
2472
Loomis, Sayles & Company
Massachusetts
$53.4K
LFASL
2473
Lugano Financial Advisors SA (LFA)
Switzerland
$53.2K
FGA
2474
Fortis Group Advisors
New Jersey
$52K
LC
2475
Lavaca Capital
Texas
$51.3K