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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
VCM
2151
Vivaldi Capital Management
Illinois
$274K +$2.92K +36 +1%
GIA
2152
Guyasuta Investment Advisors
Pennsylvania
$273K -$80.9K -998 -23%
AG
2153
AmeriFlex Group
Nevada
$273K -$152K -1,876 -37%
RC
2154
Rovin Capital
Arizona
$273K
PCMC
2155
Paragon Capital Management (Colorado)
Colorado
$273K
OTL
2156
Oak Thistle LLC
New York
$273K -$2.41M -29,734 -90%
BIG
2157
Builder Investment Group
Georgia
$272K
SPI
2158
Sutton Place Investors
New York
$272K +$3.81K +47 +1%
HWA
2159
Heartwood Wealth Advisors
Virginia
$272K
GWM
2160
GDS Wealth Management
Texas
$272K +$26.4K +326 +11%
AWA
2161
Aletheian Wealth Advisors
Washington
$271K -$6.49K -80 -2%
NPT
2162
Nixon Peabody Trust
Massachusetts
$271K
MHC
2163
May Hill Capital
Massachusetts
$271K +$13.9K +171 +6%
UBG
2164
United Bank (Georgia)
Georgia
$271K -$5.11K -63 -2%
FWM
2165
Finer Wealth Management
Massachusetts
$271K -$2.76K -34 -1%
HPM
2166
Hoxton Planning & Management
West Virginia
$270K -$973 -12 -0.4%
NWA
2167
Navis Wealth Advisors
New York
$270K
BWM
2168
BNC Wealth Management
Oregon
$270K +$20.3K +250 +8%
PCM
2169
Penserra Capital Management
California
$269K +$243 +3 +0.1%
MTIC
2170
Missouri Trust & Investment Company
Missouri
$269K +$48.9K +603 +23%
API
2171
Asset Planning Inc
California
$268K +$17.5K +216 +7%
HGWM
2172
Horst & Graben Wealth Management
Oregon
$268K +$6.49K +80 +3%
CIA
2173
Caledonia Investments (Australia)
Australia
$268K
PCA
2174
Prosperity Capital Advisors
Ohio
$267K -$38K -468 -13%
BAM
2175
Brave Asset Management
New Jersey
$267K