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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
TSMHT
2751
Thurston Springer Miller Herd & Titak
Indiana
-$178K -2,220 Closed
MWM
2752
MorganRosel Wealth Management
Colorado
-$148K -1,843 Closed
BCMLT
2753
Beacon Capital Management LLC (Tennessee)
Tennessee
-$115K -1,431 Closed
BA
2754
Bellwether Advisors
Nebraska
-$112K -1,392 Closed
FC
2755
Family CFO
California
-$108K -1,347 Closed
TCM
2756
Traub Capital Management
Massachusetts
-$103K -1,284 Closed
PFG
2757
Putney Financial Group
California
-$89.8K -1,121 Closed
CCM
2758
Carderock Capital Management
Maryland
-$88.1K -1,100 Closed
AWM
2759
Atticus Wealth Management
Florida
-$87.7K -1,094 Closed
GC
2760
Garde Capital
Washington
-$81.5K -1,017 Closed
GC
2761
GFG Capital
Florida
-$65.3K -815 Closed
OWA
2762
Opal Wealth Advisors
New York
-$46.1K -576 Closed
PHK
2763
Point72 Hong Kong
Hong Kong
-$42.7K -533 Closed
BOTPPF
2764
Board of the Pension Protection Fund
United Kingdom
-$40.1K -500 Closed
IMC
2765
Investment Management Corporation
Virginia
-$24.2K -302 Closed
MAFA
2766
MJT & Associates Financial Advisory
Minnesota
-$15.9K -199 Closed
TIM
2767
Total Investment Management
Arizona
-$15.8K -197 Closed
MAWAG
2768
Mid-American Wealth Advisory Group
Missouri
-$13.8K -172 Closed
WCM
2769
WealthTrak Capital Management
Virginia
-$12.8K -160 Closed
RAM
2770
Riggs Asset Management
Pennsylvania
-$11.5K -144 Closed
SC
2771
Solstein Capital
California
-$10.9K -136 Closed
Fuller & Thaler Asset Management
2772
Fuller & Thaler Asset Management
California
-$10.6K -133 Closed
NRG
2773
Nemes Rush Group
Michigan
-$10.6K -132 Closed
GWM
2774
Gitterman Wealth Management
New Jersey
-$9.78K -122 Closed
EWA
2775
EQ Wealth Advisors
Texas
-$8.97K -112 Closed