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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
HC
2451
Hoese & Co
Minnesota
$60.7K
MSWA
2452
Marshall & Sterling Wealth Advisors
New York
$59.8K
CCMW
2453
Cypress Capital Management (Wyoming)
Wyoming
$58.8K
MAM
2454
Meeder Asset Management
Ohio
$58.4K
MAM
2455
Morse Asset Management
Connecticut
$58.3K
HHMI
2456
Howard Hughes Medical Institute
Maryland
$57.7K
BC
2457
Bayforest Capital
United Kingdom
$57.7K
VWA
2458
Valued Wealth Advisors
Utah
$55.9K
Loomis, Sayles & Company
2459
Loomis, Sayles & Company
Massachusetts
$53.4K
LFASL
2460
Lugano Financial Advisors SA (LFA)
Switzerland
$53.2K
FGA
2461
Fortis Group Advisors
New Jersey
$52K
LC
2462
Lavaca Capital
Texas
$51.3K
HC
2463
Hurley Capital
New York
$50.4K
FWM
2464
FSA Wealth Management
Massachusetts
$50.2K
WCAMG
2465
Woodard & Company Asset Management Group
North Carolina
$49.3K
PFA
2466
Pathway Financial Advisers
Indiana
$48.4K
BC
2467
Barrett & Company
Rhode Island
$48.4K
BAM
2468
Byrne Asset Management
New Jersey
$47.9K
JFG
2469
JDM Financial Group
Texas
$47.6K
SJIM
2470
St. Johns Investment Management
Florida
$46.4K
BTD
2471
BankPlus Trust Department
Mississippi
$46K
TWD
2472
True Wealth Design
Ohio
$46K
SC
2473
Stance Capital
Massachusetts
$45.8K
PPC
2474
Park Place Capital
Alabama
$45.3K
QWM
2475
Quaker Wealth Management
New Jersey
$44.6K