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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
SFC
2101
Sprinkle Financial Consultants
Colorado
$294K +$2.84K +35 +1%
CIS
2102
Custom Index Systems
New York
$293K
PAG
2103
Powers Advisory Group
Illinois
$293K +$5.27K +65 +2%
MWM
2104
McMill Wealth Management
Nebraska
$293K
BWP
2105
BSW Wealth Partners
Colorado
$292K +$32.3K +398 +13%
NWA
2106
New World Advisors
Massachusetts
$291K +$51.3K +632 +22%
PCMN
2107
Paradigm Capital Management (Nevada)
Nevada
$291K -$36K -444 -11%
FSCM
2108
Front Street Capital Management
Montana
$291K -$27.2K -335 -9%
WDG
2109
Wealth Dimensions Group
Ohio
$291K +$6.16K +76 +2%
TNBTD
2110
Trustmark National Bank Trust Department
Mississippi
$291K +$1.86K +23 +0.7%
NG
2111
Northstar Group
New York
$291K -$324 -4 -0.1%
SIC
2112
SFE Investment Counsel
California
$291K +$81 +1 +0%
SNWA
2113
Siligmueller & Norvid Wealth Advisors
Illinois
$290K +$281K +3,463 New
MG
2114
Marex Group
$289K +$279K +3,442 New
DOA
2115
D'Orazio & Associates
Virginia
$288K +$9.57K +118 +4%
SCA
2116
Sandy Cove Advisors
Massachusetts
$287K +$9.33K +115 +3%
TC
2117
Trilogy Capital
California
$287K +$6.24K +77 +2%
HBW
2118
Hazlett, Burt & Watson
West Virginia
$287K -$7.46K -92 -3%
CGH
2119
CMG Global Holdings
Texas
$287K +$19.1K +236 +8%
LWM
2120
Lionshead Wealth Management
New York
$287K
SFS
2121
Strategic Financial Services
New York
$287K +$2.03K +25 +0.7%
LI
2122
LifeWealth Investments
Florida
$286K -$49.9K -615 -15%
CAL
2123
Capital Advisors Ltd
Ohio
$285K
TAFW
2124
Tred Avon Family Wealth
Maryland
$285K +$276K +3,400 New
CAM
2125
Cozad Asset Management
Illinois
$285K -$39.6K -488 -13%