We are live on ! Find out more
WFC icon

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
W
2726
Wealthquest
Ohio
-$305K -3,810 Closed
WMP
2727
Wealth Management Partners
Arizona
-$313K -3,805 Closed
MPM
2728
MBB Public Markets
Illinois
-$297K -3,706 Closed
ANB
2729
Amarillo National Bank
Texas
-$276K -3,450 Closed
HWMG
2730
Hurlow Wealth Management Group
Indiana
-$264K -3,291 Closed
CS
2731
Candriam SCA
Luxembourg
-$251K -3,135 Closed
TBT
2732
Texas Bank & Trust
Texas
-$250K -3,120 Closed
VF
2733
Virtu Financial
New York
-$249K -3,112 Closed
SOW
2734
State of Wyoming
Wyoming
-$247K -3,084 Closed
CCAL
2735
City Center Advisors LLC
Michigan
-$242K -3,026 Closed
CWM
2736
Challenger Wealth Management
California
-$239K -2,979 Closed
BIM
2737
Baldwin Investment Management
Pennsylvania
-$237K -2,964 Closed
HFRG
2738
Houlihan Financial Resource Group
Virginia
-$237K -2,949 Closed
TA
2739
TFB Advisors
Kansas
-$236K -2,947 Closed
RL
2740
Retireful LLC
Michigan
-$233K -2,914 Closed
LSA
2741
Lion Street Advisors
Texas
-$226K -2,820 Closed
JTWM
2742
Jackson Thornton Wealth Management
Alabama
-$223K -2,728 Closed
LA
2743
LM Advisors
California
-$214K -2,667 Closed
LF
2744
LifePlan Financial
Minnesota
-$211K -2,635 Closed
IGGA
2745
Iron Gate Global Advisors
Utah
-$210K -2,619 Closed
ACM
2746
Alpha Capital Management
Texas
-$204K -2,544 Closed
AFA
2747
Allium Financial Advisors
Oregon
-$203K -2,534 Closed
SO
2748
Sierra Ocean
California
-$202K -2,525 Closed
WP
2749
WealthPLAN Partners
Nebraska
-$201K -2,509 Closed
PWM
2750
Puff Wealth Management
New Jersey
-$2.5K -2,496 Closed