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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
WWM
2601
Wolff Wiese Magana
California
$13.4K
TCA
2602
Trifecta Capital Advisors
Illinois
$12.7K
AEPWM
2603
Atlantic Edge Private Wealth Management
Florida
$12.6K
SC
2604
Swan Capital
Florida
$12.6K
BC
2605
Broadwater Capital
Massachusetts
$11.1K -$853K -10,523 -99%
IA
2606
IFS Advisors
Kansas
$9.89K
WW
2607
Winnow Wealth
Texas
$9.74K +$9.41K +116 New
CWA
2608
Carolina Wealth Advisors
South Carolina
$9.47K
MAS
2609
MPWM Advisory Solutions
Georgia
$9.11K
GFL
2610
Granite FO LLC
New Hampshire
$9.05K
DWM
2611
Darwin Wealth Management
Florida
$9.01K
LFA
2612
LGT Financial Advisors
Texas
$8.97K
DFA
2613
DHJJ Financial Advisors
Illinois
$8.81K
SIP
2614
Sellwood Investment Partners
Oregon
$8.8K +$8.52K +105 New
EAM
2615
Eukles Asset Management
Ohio
$8.47K
HFS
2616
Hopwood Financial Services
Virginia
$8.38K
MBFW
2617
Morton Brown Family Wealth
Pennsylvania
$8.38K
TLA
2618
Tanglewood Legacy Advisors
Texas
$8.38K
CFG
2619
Clayton Financial Group
Missouri
$8.38K +$8.11K +100 New
GTAM
2620
Global Trust Asset Management
Florida
$8.11K -$4.22K -52 -35%
WA
2621
Westfuller Advisors
New York
$8.05K +$7.79K +96 New
PWA
2622
Provenance Wealth Advisors
Florida
$7.46K
STB
2623
S&T Bank
Pennsylvania
$6.54K
GJIA
2624
Glass Jacobson Investment Advisors
Maryland
$6.29K
T
2625
Transce3nd
Texas
$6.24K -$746K -9,202 -99%