We are live on ! Find out more
WFC icon

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
FWI
1976
Facet Wealth Inc
Maryland
$353K +$92.4K +1,140 +37%
WPW
1977
Waldron Private Wealth
Pennsylvania
$353K -$21K -259 -6%
NBWM
1978
North Berkeley Wealth Management
California
$352K -$25.1K -309 -7%
BWP
1979
Bernardo Wealth Planning
Pennsylvania
$352K +$3.57K +44 +1%
LFA
1980
Laraway Financial Advisors
Minnesota
$350K +$81 +1 +0%
ACP
1981
Argyle Capital Partners
California
$350K -$50.9K -628 -13%
EA
1982
Evolution Advisers
Virginia
$350K
OWA
1983
Octavia Wealth Advisors
Ohio
$350K +$58.1K +717 +21%
GBT
1984
Grove Bank & Trust
Florida
$349K
S
1985
Sunpointe
Missouri
$349K +$24.3K +300 +8%
RIA
1986
Regal Investment Advisors
Michigan
$349K +$54.7K +674 +19%
CWM
1987
Centurion Wealth Management
Virginia
$349K -$4.7K -58 -1%
CAG
1988
Centerpoint Advisory Group
Kansas
$349K
EIP
1989
Ellis Investment Partners
Pennsylvania
$348K +$81 +1 +0%
CPWA
1990
Cerro Pacific Wealth Advisors
California
$348K -$61.5K -759 -15%
THL
1991
Tillman Hartley LLC
Colorado
$348K
EC
1992
EdgeRock Capital
Colorado
$347K +$4.7K +58 +1%
NWM
1993
Northcape Wealth Management
New York
$347K -$324 -4 -0.1%
BBPWM
1994
Blue Bell Private Wealth Management
Pennsylvania
$346K -$2.6K -32 -0.8%
LWM
1995
LeConte Wealth Management
Tennessee
$346K +$64.5K +795 +24%
BW
1996
BXM Wealth
Colorado
$345K +$46.4K +572 +16%
FGI
1997
Foresight Global Investors
New York
$345K +$334K +4,117 New
SI
1998
Saxon Interests
Texas
$344K +$8.43K +104 +3%
IIM
1999
Ipswich Investment Management
Massachusetts
$344K
KFS
2000
Keynote Financial Services
Connecticut
$344K