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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
TFA
2126
Tobias Financial Advisors
Florida
$284K +$29.8K +368 +12%
CAM
2127
Claret Asset Management
Quebec, Canada
$282K
FM
2128
Foster & Motley
Ohio
$282K +$29.9K +369 +12%
SWRP
2129
Summit Wealth & Retirement Planning
California
$282K
EIA
2130
Edgemoor Investment Advisors
Maryland
$281K +$35.3K +435 +15%
WF
2131
Whelan Financial
California
$281K +$272K +3,353 New
IFA
2132
Index Fund Advisors
California
$281K +$272K +3,353 New
ETS
2133
ESL Trust Services
New York
$281K +$15.4K +190 +6%
PSP
2134
Pacific Sage Partners
Washington
$280K -$162 -2 -0.1%
DP
2135
Denver PWM
Colorado
$280K
EFG
2136
Embree Financial Group
Illinois
$279K +$10.2K +126 +4%
CPCP
2137
Cedar Point Capital Partners
Iowa
$279K -$2.03K -25 -0.7%
CA
2138
Crewe Advisors
Utah
$278K +$269K +3,318 New
CFA
2139
Capstone Financial Advisors
Illinois
$278K +$6.89K +85 +3%
VC
2140
Veery Capital
Delaware
$278K -$1.22K -15 -0.5%
TAP
2141
Tounjian Advisory Partners
Florida
$278K -$163K -2,010 -38%
TWP
2142
Tempus Wealth Planning
California
$278K
WCM
2143
Washington Capital Management
Washington
$277K
YWM
2144
Yukon Wealth Management
Kansas
$276K +$8.76K +108 +3%
HA
2145
HC Advisors
Georgia
$275K +$81 +1 +0%
AWA
2146
Acorn Wealth Advisors
Michigan
$275K -$29.6K -365 -10%
UCB
2147
United Community Bank
South Carolina
$275K +$39.3K +485 +17%
BFM
2148
Boothbay Fund Management
New York
$275K -$1.01M -12,425 -79%
SC
2149
SummitTX Capital
Texas
$275K +$266K +3,275 New
HC
2150
Hara Capital
Washington
$274K