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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
CAL
2026
Capital Analysts LLC
Pennsylvania
$333K -$2.68K -33 -0.8%
1L
2027
10Elms LLP
Oklahoma
$333K
ABTD
2028
Arvest Bank Trust Division
Oklahoma
$332K +$321K +3,964 New
TWP
2029
Triad Wealth Partners
Kansas
$332K +$71.8K +886 +29%
CWA
2030
Centennial Wealth Advisory
Michigan
$332K +$7.38K +91 +2%
FFG
2031
First Financial Group
North Carolina
$331K +$3K +37 +0.9%
LA
2032
Lifeworks Advisors
Michigan
$331K +$41.9K +517 +15%
AWM
2033
Ariadne Wealth Management
California
$329K -$75K -925 -19%
OAS
2034
Optivise Advisory Services
Tennessee
$328K +$62K +765 +24%
FNWA
2035
Financial Network Wealth Advisors
Utah
$328K +$7.14K +88 +2%
MCCA
2036
Mill Creek Capital Advisors
Pennsylvania
$328K +$62.1K +766 +24%
NDSI
2037
Newman Dignan & Sheerar Inc
Rhode Island
$327K
BIA
2038
Bell Investment Advisors
California
$326K -$3.97K -49 -1%
CTA
2039
Colonial Trust Advisors
South Carolina
$326K -$42.4K -523 -12%
GHA
2040
Granite Harbor Advisors
Texas
$326K +$11.5K +142 +4%
JWM
2041
JGP Wealth Management
Oregon
$326K +$46.6K +575 +17%
CAWM
2042
Capital Advisors Wealth Management
Washington
$325K +$60.6K +747 +24%
CCA
2043
Cooper Capital Advisors
California
$324K
MFS
2044
Madrona Financial Services
Washington
$324K +$2.6K +32 +0.8%
AIM
2045
Avity Investment Management
Connecticut
$323K -$30K -370 -9%
BOPW
2046
Brandywine Oak Private Wealth
Pennsylvania
$323K
NAM
2047
NTV Asset Management
West Virginia
$323K +$312K +3,852 New
PSP
2048
Principal Street Partners
Tennessee
$323K -$303K -3,740 -49%
FPF
2049
First Pacific Financial
Washington
$323K -$10.5K -129 -3%
SFA
2050
Souders Financial Advisors
Ohio
$322K +$49.6K +612 +19%