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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
ACM
2551
Accent Capital Management
Ohio
$33.9K
AIC
2552
Archer Investment Corporation
Indiana
$33.7K -$10.9K -135 -25%
T
2553
Tidemark
California
$33.5K +$3.41K +42 +12%
CAM
2554
Costello Asset Management
Pennsylvania
$33.4K
CFS
2555
CGC Financial Services
Oregon
$33.2K
MWM
2556
Mascoma Wealth Management
New Hampshire
$31.8K
IW
2557
Imprint Wealth
South Carolina
$31K +$30K +370 New
BCM
2558
Boreal Capital Management
Florida
$30.5K +$14.1K +174 +92%
GFWA
2559
Grey Fox Wealth Advisors
Delaware
$30.5K +$29.5K +364 New
EP
2560
Essential Partners
California
$30K +$5.27K +65 +22%
CMA
2561
Cedar Mountain Advisors
Oregon
$29.6K +$5.51K +68 +24%
CIAS
2562
CBIZ Investment Advisory Services
Ohio
$29.3K -$162 -2 -0.6%
MIM
2563
Meridiem Investment Management
United Kingdom
$29.3K
HFS
2564
Horizon Financial Services
North Carolina
$28.8K +$16.9K +209 +156%
CWP
2565
Clark Wealth Partners
Illinois
$28.7K -$13.1K -162 -34%
EPIM
2566
Evelyn Partners Investment Management
$28.5K
RTL
2567
Red Tortoise LLC
Georgia
$28.2K
SIS
2568
Strategic Investment Solutions
Illinois
$27.9K -$7.54K -93 -22%
MAM
2569
Marquette Asset Management
Minnesota
$27.8K +$22.2K +274 +472%
RWA
2570
Redmont Wealth Advisors
Illinois
$26.8K
AIM
2571
Access Investment Management
Georgia
$26.5K
MDA
2572
Minot DeBlois Advisors
Massachusetts
$26.3K -$20.8K -256 -45%
NOI
2573
Newton One Investments
Delaware
$25.9K +$162 +2 +0.6%
RWS
2574
Retirement Wealth Solutions
Wisconsin
$25.8K +$487 +6 +2%
PSFG
2575
Park Square Financial Group
Georgia
$25.2K -$197K -2,430 -89%