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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
PMAM
676
Picton Mahoney Asset Management
Ontario, Canada
$4.73M -$26M -321,234 -85%
GP
677
Guardian Partners
Canada
$4.71M -$51.5K -635 -1%
LDB
678
Lee, Danner & Bass
Tennessee
$4.7M -$103K -1,275 -2%
LBC
679
Lowe Brockenbrough & Co
Virginia
$4.7M -$49.9K -615 -1%
HNB
680
Huntington National Bank
Ohio
$4.65M +$227K +2,801 +5%
PAM
681
Paradigm Asset Management
New York
$4.64M
LAM
682
L2 Asset Management
Massachusetts
$4.64M -$1.97M -24,344 -31%
IIM
683
Intact Investment Management
Quebec, Canada
$4.64M -$3.28M -40,400 -42%
OC
684
Oppenheimer & Co
New York
$4.62M -$723K -8,921 -14%
PWG
685
Portside Wealth Group
Utah
$4.62M +$175K +2,163 +4%
IA
686
IFP Advisors
Florida
$4.62M +$1.22M +15,011 +37%
WC
687
Wynn Capital
Georgia
$4.6M +$21.5K +265 +0.5%
VFA
688
Valeo Financial Advisors
Indiana
$4.59M +$212K +2,616 +5%
NG
689
Norden Group
Utah
$4.56M +$110K +1,356 +3%
SGI
690
Summit Global Investments
Utah
$4.53M -$87.7K -1,082 -2%
JHCP
691
Jackson Hole Capital Partners
Oklahoma
$4.52M -$168K -2,076 -4%
AC
692
Asio Capital
Kentucky
$4.51M +$217K +2,675 +5%
OBAM
693
ODDO BHF Asset Management
France
$4.5M -$3.11M -38,330 -42%
ABC
694
Associated Banc-Corp
Wisconsin
$4.45M +$95.9K +1,183 +2%
SW
695
SteelPeak Wealth
California
$4.44M +$1.03M +12,756 +32%
LNWWM
696
Laird Norton Wetherby Wealth Management
California
$4.43M +$174K +2,150 +4%
3IP
697
3Chopt Investment Partners
Virginia
$4.43M -$27.4K -338 -0.6%
GWM
698
Geneos Wealth Management
Colorado
$4.42M -$176K -2,176 -4%
LFM
699
LGT Fund Management
Liechtenstein
$4.41M -$107K -1,324 -2%
MNBTD
700
Moody National Bank Trust Division
Texas
$4.39M +$256K +3,158 +6%