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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
MWA
2501
Medallion Wealth Advisors
Connecticut
$56.1K
VWA
2502
Valued Wealth Advisors
Utah
$55.9K +$1.86K +23 +4%
Loomis, Sayles & Company
2503
Loomis, Sayles & Company
Massachusetts
$53.4K +$811 +10 +2%
LFASL
2504
Lugano Financial Advisors SA (LFA)
Switzerland
$53.2K
FGA
2505
Fortis Group Advisors
New Jersey
$52K
LC
2506
Lavaca Capital
Texas
$51.3K
HC
2507
Hurley Capital
New York
$50.4K +$1.62K +20 +3%
AWM
2508
AllSquare Wealth Management
New York
$50.3K
FWM
2509
FSA Wealth Management
Massachusetts
$50.2K
WCAMG
2510
Woodard & Company Asset Management Group
North Carolina
$49.3K
PFA
2511
Pathway Financial Advisers
Indiana
$48.4K +$46.9K +578 New
BC
2512
Barrett & Company
Rhode Island
$48.4K
BAM
2513
Byrne Asset Management
New Jersey
$47.9K -$649 -8 -1%
JFG
2514
JDM Financial Group
Texas
$47.6K +$8.35K +103 +22%
SJIM
2515
St. Johns Investment Management
Florida
$46.4K
BTD
2516
BankPlus Trust Department
Mississippi
$46K +$3.97K +49 +10%
TWD
2517
True Wealth Design
Ohio
$46K +$2.43K +30 +6%
SC
2518
Stance Capital
Massachusetts
$45.8K +$44.3K +546 New
PPC
2519
Park Place Capital
Alabama
$45.3K +$1.54K +19 +4%
QWM
2520
Quaker Wealth Management
New Jersey
$44.6K
VWM
2521
Valley Wealth Managers
New Jersey
$44.5K +$41K +505 +1,942%
TCM
2522
TD Capital Management
Tennessee
$44K -$13.9K -172 -25%
BCPWM
2523
Bradley & Co Private Wealth Management
Florida
$43.7K
RPA
2524
Redwood Park Advisors
California
$42.4K +$81 +1 +0.2%
BOJHT
2525
Bank of Jackson Hole Trust
Wyoming
$42.3K