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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
CK
551
Cohen Klingenstein
New York
$7.62M
RCM
552
RNC Capital Management
California
$7.59M +$1.29M +15,856 +21%
HAI
553
Hennessy Advisors Inc
California
$7.54M -$89.2K -1,100 -1%
Assenagon Asset Management
554
Assenagon Asset Management
Luxembourg
$7.47M -$230K -2,839 -3%
NP
555
NorthRock Partners
Minnesota
$7.4M +$391K +4,823 +6%
Westfield Capital Management
556
Westfield Capital Management
Massachusetts
$7.39M +$2.98M +36,694 +71%
GFA
557
Gifford Fong Associates
California
$7.38M
AAP
558
Arax Advisory Partners
Colorado
$7.35M +$6.6M +81,351 +1,291%
BS
559
Banco Santander
Spain
$7.32M +$1.46M +18,047 +26%
SI
560
Stephens Inc
Arkansas
$7.28M +$86.1K +1,062 +1%
BCCM
561
Black Cypress Capital Management
Florida
$7.18M -$431K -5,321 -6%
HCM
562
Hodges Capital Management
Texas
$7.16M -$187K -2,304 -3%
BFG
563
Beacon Financial Group
Texas
$7.14M -$388K -4,780 -5%
KRSITF
564
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.11M -$378K -4,666 -5%
MTIM
565
Marathon Trading Investment Management
Pennsylvania
$7.08M -$393K -4,851 -5%
MWM
566
Mission Wealth Management
California
$7.07M -$46.1K -569 -0.7%
BFG
567
Bleakley Financial Group
New Jersey
$7.07M +$155K +1,911 +2%
IAA
568
Independent Advisor Alliance
North Carolina
$7.04M +$302K +3,719 +5%
RWM
569
Ritholtz Wealth Management
New York
$6.98M +$373K +4,597 +6%
CA
570
Continental Advisors
Utah
$6.97M
Jacobs Levy Equity Management
571
Jacobs Levy Equity Management
New Jersey
$6.93M -$8.93M -110,064 -57%
GCM
572
Gibraltar Capital Management
Oklahoma
$6.92M -$237K -2,918 -3%
MCM
573
Mill Capital Management
North Carolina
$6.89M -$243K -3,000 -4%
TC
574
TownSquare Capital
Utah
$6.88M -$908K -11,202 -12%
MDCM
575
Morgan Dempsey Capital Management
Wisconsin
$6.88M -$832K -10,264 -11%