We are live on ! Find out more
WFC icon

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
CIA
626
Concurrent Investment Advisors
Florida
$5.61M -$1.45M -17,823 -21%
MAS
627
Meeder Advisory Services
Ohio
$5.57M +$56K +691 +1%
DFCM
628
Dark Forest Capital Management
Puerto Rico
$5.52M +$531K +6,548 +11%
VC
629
Vestor Capital
Illinois
$5.49M +$5.28M +65,115 +15,003%
UBP
630
Union Bancaire Privee
Switzerland
$5.49M +$5.34M +65,867 New
EI
631
Ethic Inc
New York
$5.47M +$392K +4,828 +8%
BFS
632
Bradley Foster & Sargent
Connecticut
$5.4M -$161K -1,990 -3%
HF
633
HRT Financial
New York
$5.4M +$5.23M +64,459 New
FNA
634
First National Advisers
Nebraska
$5.39M +$87.9K +1,084 +2%
VI
635
Vestcor Inc
New Brunswick, Canada
$5.38M -$3.44M -42,373 -40%
CAG
636
Crestwood Advisors Group
Massachusetts
$5.38M +$50.8K +626 +1%
MA
637
Montag & Associates
Georgia
$5.38M +$7.79K +96 +0.1%
S
638
SignatureFD
Georgia
$5.36M +$67.1K +827 +1%
TE
639
Tema ETFs
New York
$5.32M +$5.15M +63,522 New
QC
640
Quantessence Capital
New York
$5.3M +$5.13M +63,236 New
RVM
641
Robinson Value Management
Texas
$5.25M -$144K -1,779 -3%
BFS
642
Bard Financial Services
Connecticut
$5.25M -$640K -7,895 -11%
WC
643
Waterloo Capital
Texas
$5.24M -$71.2K -878 -1%
CF
644
Centaurus Financial
California
$5.21M +$122K +1,505 +2%
SPG
645
Strategic Planning Group
Utah
$5.2M +$3M +36,974 +148%
OFS
646
Oldfather Financial Services
Nebraska
$5.18M +$243 +3 +0%
DWP
647
Daymark Wealth Partners
Ohio
$5.16M -$293K -3,617 -6%
TCM
648
Twin Capital Management
Pennsylvania
$5.16M -$1.51M -18,608 -23%
BP
649
BWM Planning
Texas
$5.14M +$24.4K +301 +0.5%
FTWA
650
Fifth Third Wealth Advisors
Ohio
$5.13M -$304K -3,752 -6%