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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
CFFP
2626
Center for Financial Planning
Michigan
$6.2K
WA
2627
WestEnd Advisors
North Carolina
$6.12K +$81 +1 +1%
FGAM
2628
Financial Gravity Asset Management
Texas
$6.12K +$5.92K +73 New
GWSA
2629
Global Wealth Strategies & Associates
Colorado
$5.53K
PS
2630
PayPay Securities
Japan
$5.3K +$243 +3 +5%
SFCL
2631
Strengthening Families & Communities LLC
Massachusetts
$5.21K +$5.03K +62 New
CF
2632
Conquis Financial
California
$5.2K -$811 -10 -14%
EPW
2633
Evergreen Private Wealth
Colorado
$4.61K
BFS
2634
Bare Financial Services
Pennsylvania
$4.61K +$2.27K +28 +104%
WOC
2635
West Oak Capital
California
$4.28K -$86.4K -1,065 -17%
SWP
2636
SIMA Wealth Partners
Virginia
$4.28K +$4.14K +51 New
DI
2637
DAGCO Inc
Ohio
$4.19K
DAL
2638
Delta Accumulation LLC
California
$4.12K
HIA
2639
HFM Investment Advisors
New Jersey
$3.77K
AFWM
2640
Abich Financial Wealth Management
Virginia
$3.57K +$3.49K +43 New
FF
2641
Friedenthal Financial
New Jersey
$2.77K
DCM
2642
Davis Capital Management
Florida
$2.6K +$2.51K +31 New
NRWA
2643
North Ridge Wealth Advisors
Oregon
$2.52K
DF
2644
DecisionPoint Financial
Arizona
$2.18K
IAS
2645
IMA Advisory Services
Colorado
$2.01K
SA
2646
Seneschal Advisors
Washington
$2.01K +$1.95K +24 New
TC
2647
Trust Company
Kansas
$1.93K -$161K -1,980 -99%
EFMH
2648
E Fund Management (HK)
Hong Kong
$1.68K +$1.62K +20 New
LWMI
2649
Legacy Wealth Management (Idaho)
Idaho
$1.59K -$1.38K -17 -47%
BMC
2650
Bear Mountain Capital
Washington
$1.02K +$973 +12 New