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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
BFS
1926
BridgePort Financial Solutions
Iowa
$378K +$366K +4,509 New
NED
1927
Nancy E. Dempze
$377K
GKIM
1928
GW&K Investment Management
Massachusetts
$377K +$811 +10 +0.2%
JWWM
1929
Johnson & White Wealth Management
Pennsylvania
$377K +$1.78K +22 +0.5%
BHWM
1930
Bar Harbor Wealth Management
New Hampshire
$376K
CBT
1931
CoreFirst Bank & Trust
Kansas
$375K -$9.16K -113 -2%
ATS
1932
Ashton Thomas Securities
New York
$374K +$81.7K +1,008 +29%
PS
1933
Planned Solutions
California
$374K +$94.7K +1,168 +36%
VCP
1934
Vista Capital Partners
Oregon
$373K +$361K +4,448 New
AA
1935
ALPS Advisors
Colorado
$372K -$110K -1,360 -23%
GA
1936
GSG Advisors
New Jersey
$372K +$373K +4,602 New
OFW
1937
Omnia Family Wealth
Florida
$372K +$7.38K +91 +2%
SEP
1938
Southland Equity Partners
Missouri
$372K -$2.11K -26 -0.6%
LAM
1939
Lewis Asset Management
California
$371K +$2.03K +25 +0.6%
NCM
1940
Narwhal Capital Management
Georgia
$371K -$82.3K -1,015 -19%
AIA
1941
Accelerate Investment Advisors
California
$371K +$3.08K +38 +0.9%
FAB
1942
First American Bank
Illinois
$371K
PWM
1943
Partners Wealth Management
California
$370K -$70.1K -864 -16%
CCM
1944
Check Capital Management
California
$370K
PWG
1945
Private Wealth Group
Florida
$369K -$6.81K -84 -2%
FM
1946
Freemont Management
Switzerland
$369K -$2.65M -32,700 -88%
KLWA
1947
Kelly Lawrence W & Associates
California
$369K
IP
1948
Ignite Planners
California
$369K +$2.68K +33 +0.8%
WAM
1949
Weinberger Asset Management
California
$369K +$14.4K +178 +4%
SAM
1950
Strategy Asset Managers
California
$366K -$10.2K -126 -3%