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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
CPG
2526
Cornerstone Planning Group
New Jersey
$42K -$69.3K -855 -79%
FLFS
2527
Family Legacy Financial Solutions
North Carolina
$41.9K
GWS
2528
Greykasell Wealth Strategies
California
$41.9K
SHIM
2529
Stone House Investment Management
Pennsylvania
$41.5K +$1.22K +15 +3%
HFS
2530
Hughes Financial Services
Virginia
$41.5K +$973 +12 +3%
AFG
2531
Albion Financial Group
Utah
$41.1K +$24.2K +299 +157%
PP
2532
PFS Partners
New Jersey
$40.5K +$81 +1 +0.2%
KFA
2533
Kelleher Financial Advisors
New York
$40.2K +$38.9K +480 New
RWM
2534
Rialto Wealth Management
New York
$39.4K +$1.05K +13 +3%
MLA
2535
MB, Levis & Associates
Pennsylvania
$39K
PAM
2536
Parvin Asset Management
South Dakota
$37.7K
KPP
2537
Kings Path Partners
Texas
$37.7K +$4.05K +50 +13%
KG
2538
Kilter Group
New York
$37.7K +$5.11K +63 +16%
AWM
2539
Activest Wealth Management
Florida
$37.4K +$12.4K +153 +52%
CCM
2540
Cloud Capital Management
Washington
$37K +$36.3K +448 New
RS
2541
Rakuten Securities
Japan
$37K +$9.97K +123 +39%
NSG
2542
Nalls Sherbakoff Group
Tennessee
$36.9K -$20.3K -250 -36%
AIA
2543
Aventus Investment Advisors
Florida
$36.9K +$35.7K +440 New
MSG
2544
Main Street Group
Virginia
$36.7K +$9.57K +118 +37%
1M
2545
1248 Management
Missouri
$36.5K
BAM
2546
Bellevue Asset Management
Washington
$36.5K +$162 +2 +0.5%
NWM
2547
Nova Wealth Management
Florida
$35.9K
DF
2548
Dunhill Financial
United Kingdom
$35.5K +$162 +2 +0.5%
WAM
2549
WFA Asset Management
Wisconsin
$34.4K -$49.5K -610 -50%
ABWM
2550
Alpine Bank Wealth Management
Colorado
$33.9K -$34.7K -428 -51%