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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
HAG
701
HF Advisory Group
Maryland
$4.37M +$279K +3,435 +7%
WS
702
Wedbush Securities
California
$4.36M +$649 +8 +0%
FFN
703
Focus Financial Network
Minnesota
$4.35M +$50.4K +621 +1%
SICM
704
Sustainable Insight Capital Management
New York
$4.35M +$1.97M +24,256 +88%
CIA
705
Cohen Investment Advisors
New Hampshire
$4.34M +$101K +1,250 +2%
QCIG
706
Quad-Cities Investment Group
Iowa
$4.34M -$39.4K -486 -0.9%
AWM
707
Avior Wealth Management
Nebraska
$4.33M -$12.6K -155 -0.3%
SF
708
Slagle Financial
Illinois
$4.33M +$57.1K +704 +1%
GLR
709
Great Lakes Retirement
Ohio
$4.32M +$127K +1,561 +3%
SF
710
Summit Financial
New Jersey
$4.32M +$1.02M +12,549 +32%
LSA
711
Leonteq Securities AG
Switzerland
$4.31M -$1.58M -19,484 -27%
AFS
712
Aft Forsyth & Sober
Florida
$4.29M
CG
713
Cynosure Group
Utah
$4.29M
CCA
714
Checchi Capital Advisers
California
$4.28M -$134K -1,657 -3%
SIM
715
Stratos Investment Management
Ohio
$4.24M +$119K +1,466 +3%
Simplex Trading
716
Simplex Trading
Illinois
$4.19M -$17.5M -215,893 -81%
EH
717
Equitable Holdings
New York
$4.15M +$327K +4,035 +9%
MC
718
Moors & Cabot
Massachusetts
$4.15M -$331K -4,084 -8%
PBC
719
Pavion Blue Capital
California
$4.14M -$10.5K -129 -0.3%
SCM
720
SOL Capital Management
Maryland
$4.12M -$93.3K -1,150 -2%
NL
721
NVWM LLC
Pennsylvania
$4.1M +$36.3K +448 +0.9%
RFC
722
Regions Financial Corp
Alabama
$4.07M -$830K -10,238 -17%
SCA
723
Stonebridge Capital Advisors
Minnesota
$4.06M -$109K -1,350 -3%
CDDEC
724
Caisse Des Depots Et Consignations
France
$4.05M
ICM
725
IMS Capital Management
Oregon
$4.05M -$101K -1,250 -3%