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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
MWA
2076
Motive Wealth Advisors
Michigan
$307K +$730 +9 +0.2%
COFSG
2077
Carbahal Olsen Financial Services Group
California
$307K
CF
2078
Convergence Financial
Missouri
$307K +$1.78K +22 +0.6%
OPWM
2079
Oregon Pacific Wealth Management
Oregon
$307K +$8.76K +108 +3%
RA
2080
Rise Advisors
New York
$306K +$29.9K +369 +11%
MA
2081
MJP Associates
Connecticut
$306K +$19.5K +240 +7%
HFA
2082
Hutchinson Financial Advisors
Virginia
$306K +$42.7K +526 +17%
GCP
2083
GSA Capital Partners
United Kingdom
$306K -$3.39M -41,790 -92%
LWA
2084
Lifelong Wealth Advisors
Minnesota
$304K
BFO
2085
Boston Family Office
Massachusetts
$304K
PCM
2086
Princeton Capital Management
New Jersey
$304K +$19.9K +245 +7%
FCG
2087
Financial Connections Group
California
$303K +$274K +3,383 +1,404%
MCWA
2088
Meadow Creek Wealth Advisors
Georgia
$303K -$17.9K -221 -6%
BFA
2089
Beaumont Financial Advisors
Massachusetts
$301K -$6.16K -76 -2%
HWMO
2090
Heritage Wealth Management (Ohio)
Ohio
$300K
CTWM
2091
Cherry Tree Wealth Management
Minnesota
$300K
EWS
2092
Eagle Wealth Strategies
New Jersey
$299K -$2.92K -36 -1%
PPWM
2093
Paragon Private Wealth Management
Kentucky
$298K +$288K +3,550 New
FOA
2094
Five Oceans Advisors
California
$297K -$14.6K -180 -5%
WI
2095
Wedgewood Investors
Pennsylvania
$297K
FFA
2096
Fi3 Financial Advisors
Indiana
$297K +$3.08K +38 +1%
B
2097
BetterWealth
California
$297K +$9.49K +117 +3%
CWA
2098
Consilio Wealth Advisors
Washington
$296K +$7.3K +90 +3%
SIC
2099
SJS Investment Consulting
Ohio
$295K +$174K +2,150 +157%
SCG
2100
Sonata Capital Group
Washington
$295K +$32.4K +400 +13%