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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
GWP
2226
Gen-Wealth Partners
Michigan
$249K +$121K +1,489 +100%
GFG
2227
Goldstone Financial Group
Illinois
$249K +$5.76K +71 +2%
IF
2228
Ironwood Financial
Arizona
$249K -$13.7K -169 -5%
DIP
2229
Davis Investment Partners
North Carolina
$249K -$53.4K -658 -18%
DWM
2230
DecisionMap Wealth Management
Virginia
$249K -$62.7K -773 -21%
WSWA
2231
Warren Street Wealth Advisors
California
$249K +$13.8K +170 +6%
TDC
2232
Thompson Davis & Co
Virginia
$248K -$72.3K -891 -23%
PCP
2233
Panoramic Capital Partners
Oregon
$248K +$2.92K +36 +1%
OHWP
2234
Oak Harbor Wealth Partners
North Carolina
$248K -$10.4K -128 -4%
MAM
2235
McLean Asset Management
Virginia
$248K +$2.03K +25 +0.8%
FMN
2236
Financial Management Network
California
$248K -$56.8K -700 -19%
NLP
2237
Next Level Private
New York
$247K +$16.3K +201 +7%
CCM
2238
Cinctive Capital Management
New York
$247K -$4.94M -60,923 -95%
UFA
2239
Uptown Financial Advisors
Texas
$246K
USWIA
2240
UP Strategic Wealth Investment Advisors
Pennsylvania
$246K -$36.6K -451 -14%
NB
2241
Northwest Bancshares
Pennsylvania
$246K -$16.2K -200 -6%
PWA
2242
Phoenix Wealth Advisors
North Carolina
$246K +$238K +2,939 New
KL
2243
KWMG LLC
Kansas
$246K +$1.95K +24 +0.8%
BSB
2244
Bangor Savings Bank
Maine
$246K -$28.4K -350 -11%
BOH
2245
Bank of Hawaii
Hawaii
$246K +$1.14K +14 +0.5%
CSB
2246
City State Bank
Iowa
$246K -$20.3K -250 -8%
HCM
2247
Hengehold Capital Management
Ohio
$245K -$6.49K -80 -3%
WSFG
2248
Wall Street Financial Group
Illinois
$244K +$236K +2,915 New
HPBT
2249
Hickory Point Bank & Trust
Illinois
$243K -$10.3K -127 -4%
TLFA
2250
True Link Financial Advisors
California
$243K -$48.7K -600 -17%