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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
LAM
351
Lountzis Asset Management
Pennsylvania
$20.8M -$110K -1,351 -0.5%
SC
352
Scotia Capital
Ontario, Canada
$20.6M -$2.03M -25,035 -9%
VIM
353
Vinva Investment Management
Australia
$20.4M +$3.59M +44,267 +23%
GLF
354
Groupe la Francaise
France
$20.3M +$19.7M +242,483 New
MMA
355
Mizuho Markets Americas
New York
$20.1M +$19.5M +240,000 New
BCI
356
Brinker Capital Investments
Pennsylvania
$20.1M +$1.84M +22,645 +10%
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$20M +$2.89M +35,675 +18%
BAM
358
Berkshire Asset Management
Pennsylvania
$19.9M -$303K -3,734 -2%
BHCM
359
Brevan Howard Capital Management
Jersey
$19.8M -$9.02M -111,193 -32%
Federated Hermes
360
Federated Hermes
Pennsylvania
$19.8M -$19M -234,286 -50%
SIM
361
Sprucegrove Investment Management
Ontario, Canada
$19.4M -$1.99M -24,600 -10%
KA
362
KLCM Advisors
Wisconsin
$19.3M -$739K -9,114 -4%
CIS
363
Connors Investor Services
Pennsylvania
$19.2M +$805K +9,928 +5%
MSU
364
Mizuho Securities USA
New York
$19.2M +$682K +8,408 +4%
DADC
365
D.A. Davidson & Co
Montana
$19.1M -$381K -4,704 -2%
PAG
366
Private Advisor Group
New Jersey
$18.5M -$1.45M -17,859 -7%
CTA
367
Chesley Taft & Associates
Illinois
$18.5M -$29.2K -360 -0.2%
CB
368
Commerce Bank
Missouri
$18.4M +$1.89M +23,295 +12%
GAM
369
Griffin Asset Management
New York
$18.4M
CWM
370
Calamos Wealth Management
Illinois
$18.3M +$1.18M +14,586 +7%
MAA
371
Matrix Asset Advisors
New York
$18.3M -$84.5K -1,042 -0.5%
HPC
372
HM Payson & Co
Maine
$18.3M +$14.3M +175,816 +410%
MHC
373
Meyer Handelman Company
New York
$18.3M -$24.3K -300 -0.1%
CL
374
Choreo LLC
Illinois
$18M -$349K -4,304 -2%
PFS
375
Prospera Financial Services
Texas
$17.8M +$373K +4,597 +2%