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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
Capstone Investment Advisors
576
Capstone Investment Advisors
New York
$6.86M -$8.54M -105,344 -56%
DAS
577
DMKC Advisory Services
Iowa
$6.84M +$50.6K +624 +0.8%
WAS
578
Wesleyan Assurance Society
United Kingdom
$6.83M -$405K -5,000 -6%
HFS
579
Hantz Financial Services
Michigan
$6.81M -$304K -3,750 -4%
JFG
580
Jefferies Financial Group
New York
$6.78M -$40.9M -504,606 -86%
FLPIM
581
F.L. Putnam Investment Management
Massachusetts
$6.77M +$700K +8,635 +12%
KIG
582
Kessler Investment Group
Indiana
$6.75M +$123K +1,511 +2%
WJWM
583
Williams Jones Wealth Management
New York
$6.73M -$118K -1,450 -2%
VT
584
Vise Technologies
New York
$6.73M +$268K +3,304 +4%
HAG
585
HighPoint Advisor Group
Illinois
$6.72M +$113K +1,396 +2%
PAS
586
Point72 Asia (Singapore)
Singapore
$6.72M +$4.53M +55,817 +229%
AAIS
587
ABN AMRO Investment Solutions
$6.7M +$4.56M +56,218 +237%
GWMR
588
GC Wealth Management RIA
Massachusetts
$6.69M +$3.37M +41,509 +108%
GRP
589
Global Retirement Partners
California
$6.64M +$517K +6,374 +9%
TS
590
Triglav Skladi
Slovenia
$6.54M +$6.33M +78,000 New
MCM
591
Maltese Capital Management
New York
$6.5M -$10.9M -135,000 -64%
NSEDCP
592
NJ State Employees Deferred Compensation Plan
New Jersey
$6.45M
FNBOO
593
First National Bank of Omaha
Nebraska
$6.31M -$255K -3,141 -4%
AWM
594
Apollon Wealth Management
South Carolina
$6.3M -$285K -3,518 -4%
WDC
595
Woodward Diversified Capital
California
$6.28M +$4.05K +50 +0.1%
HWM
596
HighMark Wealth Management
Minnesota
$6.27M -$1.7K -21 -0%
CANC
597
Culbertson A N & Co
Virginia
$6.27M -$23.1K -285 -0.4%
WCM
598
Weik Capital Management
Pennsylvania
$6.15M -$11.8K -145 -0.2%
OCM
599
Olstein Capital Management
New York
$6.12M -$730K -9,000 -11%
AIP
600
Ameritas Investment Partners
Nebraska
$6.11M -$320K -3,940 -5%