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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
LSA
651
L & S Advisors
California
$5.08M +$4.92M +60,611 New
FPAS
652
Focus Partners Advisor Solutions
Missouri
$5.05M +$1.01M +12,479 +27%
BW
653
Balance Wealth
Ohio
$5.05M -$107K -1,323 -2%
CP
654
Clayton Partners
California
$5.03M -$5.43K -67 -0.1%
CCMT
655
CMT Capital Markets Trading
Germany
$5M +$2.81M +34,650 +139%
CFB
656
Cullen/Frost Bankers
Texas
$5M -$79.5K -980 -2%
CAM
657
Chou Associates Management
Ontario, Canada
$4.99M
FFM
658
Forum Financial Management
Illinois
$4.99M +$454K +5,598 +10%
Fayez Sarofim & Co
659
Fayez Sarofim & Co
Texas
$4.97M +$36.7K +452 +0.8%
SCM
660
Sterling Capital Management
North Carolina
$4.96M +$21.8K +269 +0.5%
QCM
661
Qsemble Capital Management
New York
$4.93M +$4.77M +58,873 New
LIP
662
Lighthouse Investment Partners
Florida
$4.9M +$4.22M +51,991 +801%
RBI
663
Raiffeisen Bank International
Austria
$4.9M +$1.52M +18,694 +48%
SCM
664
Shelton Capital Management
Colorado
$4.86M -$34.5K -426 -0.7%
PCTC
665
Perkins Coie Trust Company
Washington
$4.85M +$323K +3,978 +7%
AAB
666
ABN AMRO Bank
Netherlands
$4.84M +$4.68M +57,687 New
PGFC
667
Peapack-Gladstone Financial Corp
New Jersey
$4.82M -$60.7K -748 -1%
PPW
668
Parcion Private Wealth
Washington
$4.81M +$25.2K +311 +0.5%
FI
669
Firetrail Investments
Australia
$4.81M +$4.69M +57,795 New
JIC
670
Joel Isaacson & Co
New York
$4.81M +$868K +10,698 +23%
GI
671
GAMMA Investing
California
$4.8M +$323K +3,984 +7%
BOS
672
Bank of Stockton
California
$4.79M +$892 +11 +0%
AAM
673
Advisors Asset Management
Colorado
$4.76M +$443K +5,469 +11%
SPC
674
Sigma Planning Corp
Michigan
$4.76M -$324 -4 -0%
SFM
675
Signet Financial Management
New Jersey
$4.75M -$35.2K -434 -0.8%