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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
MAM
851
Marotta Asset Management
Virginia
$2.85M
MGWM
852
Marks Group Wealth Management
Minnesota
$2.84M +$41.2K +508 +2%
GIA
853
GHP Investment Advisors
Colorado
$2.84M +$33.9K +418 +1%
HIM
854
Hillsdale Investment Management
Ontario, Canada
$2.83M +$2.31M +28,500 +537%
TWM
855
Tradition Wealth Management
Minnesota
$2.83M +$340K +4,193 +14%
ACA
856
Aptus Capital Advisors
Alabama
$2.83M +$82.8K +1,021 +3%
NAS
857
Nicolet Advisory Services
Wisconsin
$2.82M +$53K +654 +2%
TSWM
858
Triangle Securities Wealth Management
North Carolina
$2.82M +$304K +3,750 +13%
SCA
859
Snowden Capital Advisors
New York
$2.82M +$293K +3,608 +12%
AWA
860
Aaron Wealth Advisors
Illinois
$2.81M +$899K +11,082 +49%
LAM
861
Lummis Asset Management
Texas
$2.8M -$11.8K -145 -0.4%
FRA
862
Frank Rimerman Advisors
California
$2.79M +$250K +3,086 +10%
GM
863
GeoWealth Management
Illinois
$2.79M +$1.39M +17,199 +107%
SLFPAM
864
St. Louis Financial Planners Asset Management
Missouri
$2.79M +$2.7M +33,271 New
BSI
865
Bennett Selby Investments
Maine
$2.78M +$568 +7 +0%
FNBSF
866
First National Bank Sioux Falls
South Dakota
$2.78M +$1.54M +18,958 +134%
AF
867
Ally Financial
Michigan
$2.77M +$2.68M +33,000 New
MWM
868
Massachusetts Wealth Management
Massachusetts
$2.74M +$32.4K +400 +1%
ACM
869
Aster Capital Management
United Arab Emirates
$2.72M +$1.33M +16,350 +101%
DW30
870
Drucker Wealth 3.0
New Jersey
$2.72M -$2.19M -27,003 -45%
AG
871
Advocate Group
Minnesota
$2.71M -$5.35K -66 -0.2%
MAWCM
872
Mine & Arao Wealth Creation & Management
California
$2.71M +$10.8K +133 +0.4%
SVWAG
873
Sound View Wealth Advisors Group
Georgia
$2.71M +$222K +2,738 +9%
NCM
874
Northside Capital Management
Oregon
$2.71M -$6.16K -76 -0.2%
SACTSONJ
875
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.7M