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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
HI
476
Horizon Investments
North Carolina
$10.7M -$320K -3,951 -3%
BCM
477
Blume Capital Management
California
$10.7M -$33.2K -410 -0.3%
GAM
478
Groupama Asset Management
France
$10.7M -$2.94M -36,290 -22%
Envestnet Portfolio Solutions
479
Envestnet Portfolio Solutions
Illinois
$10.6M +$4.35M +53,630 +74%
YAM
480
Yacktman Asset Management
Texas
$10.6M -$2.08M -25,695 -17%
TI
481
Tidal Investments
Wisconsin
$10.4M +$949K +11,706 +10%
HP
482
Hikari Power
Japan
$10.4M
WAM
483
Weiss Asset Management
Massachusetts
$10.4M +$10M +123,776 New
GI
484
GLOBALT Investments
Georgia
$10.3M -$143K -1,762 -1%
CI Investments Inc
485
CI Investments Inc
Ontario, Canada
$10.3M -$52.8M -650,676 -84%
GH
486
GAM Holding
Switzerland
$10.2M +$8.42M +103,873 +588%
OAM
487
Oppenheimer Asset Management
New York
$10.2M +$1M +12,390 +11%
CRC
488
Curi RMB Capital
Illinois
$10.1M +$905K +11,166 +10%
TCM
489
Tufton Capital Management
Maryland
$10.1M -$66.7K -822 -0.7%
MPM
490
Meritage Portfolio Management
Kansas
$10.1M -$1.02M -12,520 -9%
CCA
491
Cobblestone Capital Advisors
New York
$10.1M -$471K -5,805 -5%
FFA
492
Farther Finance Advisors
California
$10.1M +$1.91M +23,554 +24%
ASN
493
Advisory Services Network
Georgia
$10.1M +$186K +2,291 +2%
ECM
494
Estabrook Capital Management
New York
$10M -$141K -1,739 -1%
TW
495
Trajan Wealth
Arizona
$9.93M +$2.17M +26,812 +29%
VSI
496
Verde Servicos Internacionais
Brazil
$9.93M +$9.6M +118,445 New
AC
497
Allstate Corporation
Illinois
$9.86M +$9.02M +111,263 +1,753%
DA
498
DCM Advisors
New York
$9.85M -$411K -5,074 -4%
TF
499
Talbot Financial
Washington
$9.83M +$9.51M +117,249 New
ALMGDA
500
AG2R La Mondiale Gestion d'Actifs
France
$9.72M