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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
LCS
2001
Levin Capital Strategies
New York
$344K
SI
2002
Seeds Investor
New York
$343K -$23.4K -288 -7%
MA
2003
MKT Advisors
California
$343K -$14.7K -181 -4%
GWSG
2004
GPS Wealth Strategies Group
Colorado
$343K +$36.5K +450 +12%
TTWM
2005
TCV Trust & Wealth Management
Virginia
$342K +$24.3K +300 +8%
CWM
2006
CarsonAllaria Wealth Management
Illinois
$342K -$81 -1 -0%
LWCFA
2007
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$341K -$10.5K -130 -3%
CWM
2008
Circle Wealth Management
New Jersey
$341K -$181K -2,231 -35%
SIM
2009
SSI Investment Management
California
$340K
TI
2010
tru Independence
Oregon
$339K +$3.33K +41 +1%
TFCP
2011
Twin Focus Capital Partners
Massachusetts
$339K
MCA
2012
Magnolia Capital Advisors
Mississippi
$338K -$4.3K -53 -1%
CMF
2013
Counterpoint Mutual Funds
California
$337K +$326K +4,026 New
BWP
2014
Balboa Wealth Partners
Arizona
$337K +$326K +4,025 New
PCA
2015
Peddock Capital Advisors
Massachusetts
$337K
LBC
2016
Leigh Baldwin & Co
New York
$337K +$902K +11,118 New
JHP
2017
James Hambro & Partners
United Kingdom
$337K
IAG
2018
Investment Advisory Group
Massachusetts
$337K +$487 +6 +0.1%
CM
2019
Capula Management
Cayman Islands
$336K +$326K +4,014 New
WCFA
2020
Walkner Condon Financial Advisors
Wisconsin
$336K +$1.62K +20 +0.5%
EP
2021
EPIQ Partners
Minnesota
$335K
UBV
2022
United Bank (Virginia)
Virginia
$335K
EIG
2023
Ellenbecker Investment Group
Wisconsin
$334K +$1.62K +20 +0.5%
GWWM
2024
Great Waters Wealth Management
Minnesota
$334K -$100K -1,234 -24%
VDI
2025
Vaughan David Investments
Illinois
$333K -$52.2K -644 -14%