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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
FCP
801
Fidelis Capital Partners
Florida
$3.35M +$621K +7,657 +24%
AC
802
Avestar Capital
New York
$3.33M -$259K -3,198 -7%
CIA
803
Capital Investment Advisors
Georgia
$3.27M -$271K -3,341 -8%
GC
804
Grimes & Company
Massachusetts
$3.26M +$400K +4,935 +15%
BTI
805
Blue Trust Inc
Georgia
$3.25M -$243K -2,994 -7%
AC
806
Apella Capital
Connecticut
$3.24M +$395K +4,877 +14%
MMA
807
Miracle Mile Advisors
California
$3.23M +$95K +1,172 +3%
CFM
808
Catalyst Funds Management
Australia
$3.23M +$3.12M +38,500 New
EWM
809
Evercore Wealth Management
New York
$3.22M +$114K +1,400 +4%
SAM
810
Smartleaf Asset Management
Massachusetts
$3.22M +$1.09M +13,393 +54%
CCP
811
Cunning Capital Partners
North Carolina
$3.22M
GA
812
Guerra Advisors
Florida
$3.22M +$940K +11,594 +43%
GW
813
Griffith & Werner
Georgia
$3.21M +$3.02M +37,263 New
CICI
814
Capital Investment Counsel Inc
North Carolina
$3.2M -$60.4K -745 -2%
SLI
815
Sumitomo Life Insurance
Japan
$3.19M -$100K -1,233 -3%
WWA
816
WCG Wealth Advisors
Nevada
$3.19M -$423K -5,218 -12%
QIM
817
Quantitative Investment Management
Virginia
$3.18M -$1.8M -22,192 -37%
P
818
Pitcairn
Pennsylvania
$3.18M -$1.04M -12,878 -25%
CTC
819
Central Trust Company
Missouri
$3.17M -$179K -2,212 -6%
NW
820
Naviter Wealth
Arkansas
$3.16M +$150K +1,847 +5%
UAS
821
United Asset Strategies
New York
$3.16M -$58.9K -726 -2%
AGC
822
Aspen Grove Capital
Colorado
$3.16M -$62.8K -774 -2%
FSA
823
Franklin Street Advisors
North Carolina
$3.15M -$405K -4,995 -12%
FDP
824
Financiere des Professionnels
Quebec, Canada
$3.15M +$86.8K +1,071 +3%
YC
825
Yarbrough Capital
Tennessee
$3.14M