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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
AWM
751
Angeles Wealth Management
California
$3.82M +$8.92K +110 +0.2%
SIG
752
Stonegate Investment Group
Alabama
$3.79M -$182K -2,245 -5%
4WM
753
44 Wealth Management
Oregon
$3.78M -$434K -5,355 -11%
SP
754
SWS Partners
Ohio
$3.78M +$196K +2,415 +6%
WP
755
Waycross Partners
Kentucky
$3.77M -$34.4M -424,385 -90%
GIA
756
Gladstone Institutional Advisory
Florida
$3.74M -$333K -4,101 -8%
WF
757
Welch & Forbes
Massachusetts
$3.72M -$89.8K -1,108 -2%
VNIM
758
Vaughan Nelson Investment Management
Texas
$3.71M
JF
759
Jump Financial
Illinois
$3.71M +$1.73M +21,367 +93%
CIP
760
Convergence Investment Partners
Florida
$3.71M -$240K -2,959 -6%
FMI
761
F/M Investments
District of Columbia
$3.7M -$93.5K -1,153 -3%
SCM
762
Schnieders Capital Management
California
$3.69M +$599K +7,390 +20%
SSWM
763
Smith Salley Wealth Management
North Carolina
$3.68M +$53.4K +658 +2%
BP
764
Ballentine Partners
Massachusetts
$3.66M +$71.2K +878 +2%
PA
765
Profund Advisors
Maryland
$3.66M +$466K +5,751 +15%
BBHC
766
Brown Brothers Harriman & Co
New York
$3.66M +$620K +7,641 +21%
HFM
767
Harvest Fund Management
China
$3.66M -$491K -6,055 -11%
TCPW
768
Twin City Private Wealth
North Carolina
$3.66M +$114K +1,403 +3%
AWA
769
Arkadios Wealth Advisors
Georgia
$3.66M +$1.4M +17,223 +65%
SCI
770
S&CO Inc
Massachusetts
$3.65M -$75K -925 -2%
PCIA
771
Prime Capital Investment Advisors
Kansas
$3.64M +$32.8K +404 +0.9%
CIC
772
Cornercap Investment Counsel
Georgia
$3.6M -$58.8K -725 -2%
RSWM
773
Robertson Stephens Wealth Management
California
$3.59M -$123K -1,518 -3%
TBA
774
Tower Bridge Advisors
Pennsylvania
$3.58M +$308K +3,800 +10%
JFGIW
775
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.55M +$640K +7,895 +23%