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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
DWAM
1851
Duncan Williams Asset Management
Tennessee
$420K -$30.5K -376 -7%
CAS
1852
CTC Alternative Strategies
Illinois
$419K -$347K -4,280 -46%
MJP
1853
Michael J. Puzo
$419K
RL
1854
Ruffer LLP
United Kingdom
$419K
BGAI
1855
Bruce G. Allen Investments
Colorado
$419K +$29K +358 +8%
SHGA
1856
Sand Hill Global Advisors
California
$419K
QFA
1857
Quantum Financial Advisors
California
$419K
WIM
1858
Warwick Investment Management
Texas
$416K +$44.4K +547 +12%
NWWA
1859
New Wave Wealth Advisors
Arkansas
$416K +$20.1K +248 +5%
SIC
1860
Samalin Investment Counsel
New York
$416K +$27K +333 +7%
WF
1861
WoodTrust Financial
Wisconsin
$415K -$17.8K -219 -4%
FWM
1862
Focused Wealth Management
New York
$415K +$189K +2,334 +89%
HCMG
1863
Howard Capital Management Group
California
$415K
MAM
1864
MMA Asset Management
Pennsylvania
$415K -$21.2K -262 -5%
MWM
1865
Maripau Wealth Management
Indiana
$413K -$4.54K -56 -1%
FFA
1866
First Foundation Advisors
California
$413K +$74.9K +924 +23%
CD
1867
Chapin Davis
Maryland
$413K +$81 +1 +0%
CSC
1868
Caldwell Sutter Capital
California
$412K +$44.7K +551 +13%
CPC
1869
Cookson Peirce & Co
Pennsylvania
$412K +$167K +2,062 +72%
MCA
1870
Millennium Capital Advisors
Arkansas
$412K -$32.4K -400 -8%
DWM
1871
Destination Wealth Management
California
$411K +$49.7K +613 +14%
GSWM
1872
Golden State Wealth Management
California
$411K -$7.7K -95 -2%
4WM
1873
49 Wealth Management
Texas
$411K -$243 -3 -0.1%
KFC
1874
Klingenstein Fields & Co
New York
$411K -$1.62K -20 -0.4%
BCM
1875
Buckhead Capital Management
Georgia
$410K +$18.7K +231 +5%