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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
CCFM
2201
Clear Creek Financial Management
Washington
$257K +$32.3K +398 +15%
IPWA
2202
International Private Wealth Advisors
California
$257K -$324 -4 -0.1%
WRPWM
2203
Werba Rubin Papier Wealth Management
California
$256K +$34.1K +420 +16%
CA
2204
Cannon Advisors
North Carolina
$256K +$246K +3,031 New
LS
2205
Leelyn Smith
Illinois
$256K
ARG
2206
Advisory Resource Group
Oklahoma
$255K +$1.3K +16 +0.5%
TF
2207
Tompkins Financial
New York
$255K
AT
2208
Avalon Trust
New Mexico
$255K +$184K +2,275 +295%
CCA
2209
Catalyst Capital Advisors
New York
$255K -$10.7K -132 -4%
SHWM
2210
Smith & Howard Wealth Management
Georgia
$255K
CFS
2211
Compass Financial Services
Iowa
$255K +$41K +506 +20%
SCA
2212
Scott Capital Advisors
Oregon
$254K -$13.3K -164 -5%
DFG
2213
Demars Financial Group
Washington
$253K +$245K +3,024 New
IAS
2214
Investment Advisory Services
Texas
$253K +$973 +12 +0.4%
CWA
2215
Canvas Wealth Advisors
Kansas
$253K +$1.86K +23 +0.7%
RIM
2216
RW Investment Management
Idaho
$253K
FA
2217
Fiducient Advisors
Illinois
$252K +$244K +3,010 New
CAM
2218
CPA Asset Management
Florida
$252K +$1.86K +23 +0.8%
TIP
2219
Torray Investment Partners
Maryland
$251K
AI
2220
AXS Investments
New York
$251K +$17.3K +213 +8%
JGIA
2221
Jackson Grant Investment Advisers
Connecticut
$251K +$64.9K +800 +36%
JWM
2222
JPL Wealth Management
Colorado
$251K +$242K +2,989 New
NC
2223
North Capital
Utah
$250K -$324 -4 -0.1%
SWA
2224
SOA Wealth Advisors
New York
$250K
KCP
2225
Kera Capital Partners
California
$249K +$2.35K +29 +1%