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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
PCM
451
Poehling Capital Management
Wisconsin
$11.7M -$133K -1,638 -1%
UB
452
UMB Bank
Missouri
$11.6M +$3.89M +47,946 +53%
GIM
453
Glenmede Investment Management
Pennsylvania
$11.5M -$18.6M -229,688 -63%
AP
454
Americana Partners
Texas
$11.5M +$10.7M +132,530 +2,550%
DWT
455
Dorsey & Whitney Trust
South Dakota
$11.5M +$36.9K +455 +0.3%
VW
456
Veridan Wealth
Oregon
$11.5M +$11.1M +137,065 New
GT
457
Glenview Trust
Kentucky
$11.5M -$16.6M -204,802 -60%
TAM
458
Tocqueville Asset Management
New York
$11.5M -$653K -8,053 -6%
HWM
459
HB Wealth Management
Georgia
$11.4M +$527K +6,499 +5%
Nomura Holdings
460
Nomura Holdings
Japan
$11.4M +$7.9M +97,413 +253%
DS
461
DRW Securities
Illinois
$11.4M +$3.29M +40,602 +43%
LOAMS
462
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.3M +$7.21M +88,860 +194%
FNBT
463
FineMark National Bank & Trust
Florida
$11.2M +$2.41M +29,690 +28%
IG
464
ING Group
Netherlands
$11.1M -$597K -7,363 -5%
PL
465
Parkwood LLC
Ohio
$11.1M +$80K +987 +0.8%
DILIC
466
Dai-ichi Life Insurance Company
Japan
$11M -$2.07M -25,579 -16%
NEAM
467
New England Asset Management
Connecticut
$11M +$68.1K +840 +0.6%
Hudson Bay Capital Management
468
Hudson Bay Capital Management
Connecticut
$11M -$83.4M -1,028,988 -89%
KPWS
469
Kestra Private Wealth Services
Texas
$11M +$38.5K +475 +0.4%
TW
470
TritonPoint Wealth
Maryland
$11M -$311K -3,838 -3%
PS
471
Principal Securities
Iowa
$11M +$60K +740 +0.6%
MHIC
472
Marble Harbor Investment Counsel
Massachusetts
$10.9M +$32.4K +400 +0.3%
LPT
473
Legacy Private Trust
Wisconsin
$10.9M +$227K +2,800 +2%
EF
474
Empirical Finance
Pennsylvania
$10.8M +$80.8K +997 +0.8%
SAM
475
Synergy Asset Management
Washington
$10.7M +$10.4M +127,998 New