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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
ICP
1951
Impact Capital Partners
Colorado
$364K +$3.97K +49 +1%
PFA
1952
Professional Financial Advisors
Nebraska
$364K +$1.78K +22 +0.5%
LG
1953
Leuthold Group
Minnesota
$363K
PWM
1954
Power Wealth Management
Georgia
$363K +$23.8K +294 +7%
GJWM
1955
Gilliland Jeter Wealth Management
Arkansas
$362K
SF
1956
Symphony Financial
Texas
$361K -$55.5K -685 -14%
OCM
1957
Osterweis Capital Management
California
$361K -$12.2K -150 -3%
BI
1958
Ballast Inc
Kentucky
$360K
AWM
1959
Ameliora Wealth Management
Switzerland
$360K
AT
1960
American Trust
Kentucky
$360K +$116K +1,430 +50%
LPFG
1961
Landing Point Financial Group
Ohio
$359K +$347K +4,283 New
MHR
1962
Matthew Hamilton Rosenberg
$359K
CCIA
1963
Cherry Creek Investment Advisors
Colorado
$358K +$81 +1 +0%
BFA
1964
Bill Few Associates
Pennsylvania
$357K -$12.7K -156 -4%
RBC
1965
Romano Brothers & Co
Illinois
$357K +$4.87K +60 +1%
TW
1966
Towerpoint Wealth
California
$356K +$24.6K +303 +8%
SWGC
1967
Summit Wealth Group (Colorado)
Colorado
$356K +$16.8K +207 +5%
GF
1968
Gries Financial
Ohio
$355K +$134K +1,649 +64%
CWM
1969
Chesapeake Wealth Management
Virginia
$355K
LWL
1970
Leo Wealth LLC
Texas
$355K -$138K -1,702 -29%
CPC
1971
Consolidated Planning Corp
Georgia
$355K +$1.46K +18 +0.4%
AMBIA
1972
Allen Mooney & Barnes Investment Advisors
Georgia
$355K +$12.3K +152 +4%
VV
1973
Verity & Verity
South Carolina
$355K
OWCM
1974
One Wealth Capital Management
Arizona
$354K +$342K +4,220 New
FA
1975
Fedenia Advisers
Wisconsin
$354K +$27.2K +335 +9%