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Wells Fargo

2,656 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, 1,082 increasing their positions, 964 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 127

12% more repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 964

1% more funds holding

Funds holding: 2,6262,656 (+30)

1% more capital invested

Capital invested by funds: $199B → $200B (+$1.12B)

1.76% less ownership

Funds ownership: 76.37%74.61% (-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
2,656
Holders Change
+30
Holders Change %
+1.14%
% of All Funds
34.86%
Holding in Top 10
76
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.48%
% of All Funds
1%
New
194
Increased
1,082
Reduced
964
Closed
127
Calls
$4.25B
Puts
$5.05B
Net Calls
-$796M
Net Calls Change
-$69.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2476
Crowley Wealth Management
Delaware
$75K +$405 +5 +0.6%
VFM
2477
Vision Financial Markets
Connecticut
$74.4K
IRC
2478
Investors Research Corp
Georgia
$73.7K
WA
2479
WPG Advisers
Maryland
$72.9K
SRCM
2480
Signature Resources Capital Management
California
$71.3K -$1.14K -14 -2%
NECFA
2481
New England Capital Financial Advisors
Connecticut
$70.3K
CFD
2482
Creative Financial Designs
Indiana
$69.4K -$136K -1,675 -67%
WSCM
2483
Wellington Shields Capital Management
New York
$69.2K +$66.9K +825 New
PWMG
2484
Private Wealth Management Group
New Jersey
$68.7K
BL
2485
BFSG LLC
California
$68.6K +$81 +1 +0.1%
Q1WB
2486
Quest 10 Wealth Builders
Virginia
$68.2K -$892 -11 -1%
T
2487
TOBAM
France
$68K
MFT
2488
Moisand Fitzgerald Tamayo
Florida
$67.4K
ATC
2489
Advantage Trust Company
Kansas
$67.1K
BI
2490
Binnacle Investments
Iowa
$66.1K +$1.22K +15 +2%
FC
2491
Fairscale Capital
New Hampshire
$65.4K
TIM
2492
Tortoise Investment Management
New York
$63.8K +$13.2K +163 +27%
RFA
2493
Reyes Financial Architecture
California
$61K
HC
2494
Hoese & Co
Minnesota
$60.7K -$36.5K -450 -38%
MSWA
2495
Marshall & Sterling Wealth Advisors
New York
$59.8K -$3.65K -45 -6%
CCMW
2496
Cypress Capital Management (Wyoming)
Wyoming
$58.8K
MAM
2497
Meeder Asset Management
Ohio
$58.4K -$107K -1,325 -66%
MAM
2498
Morse Asset Management
Connecticut
$58.3K
HHMI
2499
Howard Hughes Medical Institute
Maryland
$57.7K -$1.86K -23 -3%
BC
2500
Bayforest Capital
United Kingdom
$57.7K +$55.8K +688 New