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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
Vontobel Holding
501
Vontobel Holding
Switzerland
$9.68M +$5.08M +62,642 +118%
TWC
502
TD Waterhouse Canada
Ontario, Canada
$9.61M +$609K +7,505 +7%
SWP
503
Stratos Wealth Partners
Ohio
$9.58M -$2.35K -29 -0%
RG
504
Rathbones Group
United Kingdom
$9.5M +$79.8K +984 +0.9%
Connor, Clark & Lunn Investment Management (CC&L)
505
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.47M +$5.68M +70,089 +163%
UCI
506
Uncommon Cents Investing
Wisconsin
$9.44M -$54.9K -677 -0.6%
TPCW
507
TD Private Client Wealth
New York
$9.44M +$2.98M +36,756 +48%
ClearBridge Investments
508
ClearBridge Investments
New York
$9.43M +$335K +4,137 +4%
Empower Advisory Group
509
Empower Advisory Group
Colorado
$9.42M +$858K +10,578 +10%
CG
510
Caprock Group
Idaho
$9.4M +$9.22M +113,754 New
STA
511
Summit Trail Advisors
New York
$9.4M +$1.03M +12,688 +13%
SA
512
Sicart Associates
New York
$9.4M
RIG
513
RiverFront Investment Group
Virginia
$9.32M +$297K +3,664 +3%
MAMU
514
Marathon Asset Management (UK)
United Kingdom
$9.2M -$3.19M -39,284 -26%
LCM
515
Logan Capital Management
Pennsylvania
$9.13M -$875K -10,790 -9%
SFS
516
Sowell Financial Services
Arkansas
$9.08M -$174K -2,144 -2%
MFG
517
Monte Financial Group
Connecticut
$9.07M +$6.81K +84 +0.1%
TMAM
518
Tokio Marine Asset Management
Japan
$8.97M +$191K +2,357 +2%
CFLC
519
California First Leasing Corp
California
$8.92M
IWC
520
Integrated Wealth Concepts
Massachusetts
$8.82M -$349K -4,309 -4%
BBI
521
Baxter Bros Inc
Connecticut
$8.82M -$214K -2,645 -2%
DI
522
DKRT Investments
$8.8M
GAM
523
Gotham Asset Management
New York
$8.76M +$191K +2,361 +2%
Verition Fund Management
524
Verition Fund Management
Connecticut
$8.62M -$759K -9,355 -8%
VA
525
Vident Advisory
Georgia
$8.62M +$1.37M +16,926 +20%