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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
HA
1901
HFG Advisors
Ohio
$396K +$56K +691 +17%
AG
1902
Algert Global
California
$396K -$324K -3,999 -46%
RWP
1903
Revolve Wealth Partners
New Jersey
$396K +$8.52K +105 +2%
SP
1904
Successful Portfolios
Florida
$395K -$10.3K -127 -3%
FCMT
1905
Founders Capital Management (Texas)
Texas
$394K
CPCM
1906
Cardinal Point Capital Management
Ontario, Canada
$392K
AIA
1907
Alternative Investment Advisors
Florida
$392K +$162 +2 +0%
SGCA
1908
Steel Grove Capital Advisors
Tennessee
$391K
QT
1909
Quantbot Technologies
New York
$391K -$3.41M -42,072 -90%
KNW
1910
Kesler Norman & Wride
Utah
$391K +$55.4K +683 +14%
AF
1911
Apexium Financial
Texas
$389K +$1.14K +14 +0.3%
CFG
1912
Copley Financial Group
California
$389K +$376K +4,638 New
ALA
1913
Atlas Legacy Advisors
California
$388K +$105K +1,290 +39%
FWA
1914
FSM Wealth Advisors
Ohio
$387K +$119K +1,471 +47%
PC
1915
Prairiewood Capital
North Dakota
$385K +$15.7K +193 +4%
CWM
1916
Concentrum Wealth Management
California
$384K +$6.97K +86 +2%
TVM
1917
True Vision MN
Minnesota
$382K +$2.92K +36 +0.8%
PSC
1918
Prentiss Smith & Co
Vermont
$382K
TCBWMS
1919
Texas Capital Bank Wealth Management Services
Texas
$382K +$370K +4,559 New
WAAG
1920
Wealth Alliance Advisory Group
Kansas
$382K
CFS
1921
CRA Financial Services
New Jersey
$382K +$12.2K +151 +3%
BFA
1922
Beacon Financial Advisory
Ohio
$381K -$4.54K -56 -1%
IIA
1923
Integral Investment Advisors
California
$380K
BMCM
1924
Bryn Mawr Capital Management
Pennsylvania
$379K -$35.4K -437 -9%
SP
1925
Stonebrook Private
Michigan
$378K +$9.57K +118 +3%