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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
GWM
2176
Greenwich Wealth Management
Connecticut
$267K +$258K +3,184 New
KOMWMG
2177
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$267K +$1.38K +17 +0.5%
BW
2178
Blalock Williams
Alabama
$266K +$21.2K +262 +9%
FWM
2179
Forza Wealth Management
Florida
$265K
PFM
2180
Patton Fund Management
Texas
$265K
PCH
2181
PGIM Custom Harvest
New Jersey
$265K +$11.9K +147 +5%
AP
2182
Atwood & Palmer
Missouri
$265K
JWS
2183
Juncture Wealth Strategies
Arizona
$264K -$40.5K -500 -14%
RIM
2184
Redwood Investment Management
Arizona
$264K -$41.1K -507 -14%
IA
2185
IFC Advisors
California
$264K +$38.8K +479 +18%
BFC
2186
Blue Fin Capital
Rhode Island
$263K
SPF
2187
South Plains Financial
Texas
$263K
AA
2188
Apriem Advisors
California
$263K +$7.87K +97 +3%
GAM
2189
Grandview Asset Management
Pennsylvania
$262K +$254K +3,127 New
HFAS
2190
Hummer Financial Advisory Services
Illinois
$262K
RFN
2191
RDA Financial Network
Iowa
$261K +$12.2K +151 +5%
HWM
2192
Hemington Wealth Management
Virginia
$261K +$14.4K +177 +6%
EI
2193
Ellevest Inc
New York
$261K -$127K -1,568 -34%
NCTC
2194
New Covenant Trust Company
Indiana
$260K -$55.5K -684 -18%
OC
2195
Oakworth Capital
Alabama
$260K -$109K -1,341 -30%
NCMW
2196
Northern Capital Management (Washington)
Washington
$259K
SWM
2197
Sculati Wealth Management
Michigan
$258K
AWA
2198
AGH Wealth Advisors
Kansas
$258K +$24.8K +306 +11%
BBA
2199
Braun-Bostich & Associates
Pennsylvania
$258K +$7.05K +87 +3%
JWM
2200
Jessup Wealth Management
Ohio
$258K