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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
CCA
2051
Cottonwood Capital Advisors
Utah
$321K +$162 +2 +0.1%
PBF
2052
Petix & Botte Financial
California
$321K
BWCS
2053
Beirne Wealth Consulting Services
Connecticut
$321K +$310K +3,825 New
HWM
2054
HRC Wealth Management
Idaho
$320K +$811 +10 +0.3%
UWM
2055
United Wealth Management
Virginia
$320K
ABLA
2056
Alan B. Lancz & Associates
Ohio
$319K
CNB
2057
Camden National Bank
Maine
$318K -$10.1K -124 -3%
BC
2058
Brio Consultants
California
$318K
AWC
2059
Abundance Wealth Counselors
Pennsylvania
$318K -$24.3K -300 -7%
MBTD
2060
Mechanics Bank - Trust Department
California
$317K -$71.4K -881 -19%
SWIG
2061
Strategic Wealth Investment Group
Kentucky
$317K +$307K +3,783 New
FFC
2062
Frederick Financial Consultants
Maryland
$317K +$13.1K +161 +4%
GSF
2063
Grove Street Fiduciary
New Hampshire
$316K
FHA
2064
Flagship Harbor Advisors
Massachusetts
$315K +$14.8K +183 +5%
ACP
2065
Aviance Capital Partners
Florida
$314K -$7.05K -87 -2%
FSA
2066
Financial Security Advisor
Virginia
$313K -$15.6K -192 -5%
IWA
2067
IBEX Wealth Advisors
New Jersey
$313K +$1.7K +21 +0.6%
XSC
2068
X-Square Capital
Puerto Rico
$312K +$730 +9 +0.2%
SWA
2069
SFMG Wealth Advisors
Texas
$312K +$302K +3,718 New
CS
2070
Capital Square
Tennessee
$312K +$4.05K +50 +1%
AWA
2071
A4 Wealth Advisors
North Carolina
$311K +$301K +3,715 New
RWM
2072
Riverbend Wealth Management
South Carolina
$309K +$8.27K +102 +3%
BMO
2073
Beck Mack & Oliver
New York
$309K
EWM
2074
Endowment Wealth Management
Wisconsin
$308K +$3.16K +39 +1%
OWA
2075
Outlook Wealth Advisors
Texas
$307K -$7.46K -92 -2%