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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
GGS
2251
Galvin Gaustad & Stein
Arizona
$242K +$19.7K +243 +9%
FC
2252
Fusion Capital
South Carolina
$242K -$487 -6 -0.2%
SFG
2253
Sunburst Financial Group
Alabama
$242K -$16.2K -200 -6%
WWM
2254
WT Wealth Management
Arizona
$242K -$56.8K -700 -20%
WI
2255
WBI Investments
New Jersey
$240K +$233K +2,868 New
NC
2256
NewSquare Capital
Pennsylvania
$240K +$5.43K +67 +2%
IP
2257
Investment Partners
Ohio
$240K +$6.16K +76 +3%
OCM
2258
Orion Capital Management
California
$240K +$16.7K +206 +8%
EWA
2259
Emergent Wealth Advisors
New York
$239K +$24.4K +301 +12%
MFF
2260
Michels Family Financial
Texas
$239K +$730 +9 +0.3%
IWN
2261
Independent Wealth Network
Iowa
$239K +$811 +10 +0.4%
SPA
2262
Sherbrooke Park Advisers
New York
$238K -$916K -11,300 -80%
HFS
2263
Howard Financial Services
Texas
$238K +$14.7K +181 +7%
SP
2264
Symmetry Partners
Connecticut
$237K +$230K +2,831 New
UAG
2265
United Advisor Group
Ohio
$237K +$229K +2,830 New
PIA
2266
Powell Investment Advisors
Florida
$236K
GA
2267
Goldstein Advisors
Wisconsin
$235K +$227K +2,801 New
ERWM
2268
Elk River Wealth Management
Colorado
$235K
WIC
2269
Willis Investment Counsel
Georgia
$235K +$227K +2,800 New
OP
2270
ORG Partners
Indiana
$234K -$148K -1,824 -39%
AFS
2271
Axiom Financial Strategies
Indiana
$234K +$7.7K +95 +4%
FRM
2272
Fox Run Management
Connecticut
$233K -$922K -11,370 -80%
WAS
2273
Winch Advisory Services
Wisconsin
$233K +$1.14K +14 +0.5%
TPWA
2274
Twin Peaks Wealth Advisors
California
$233K +$3.41K +42 +2%
MHWM
2275
Montz Harcus Wealth Management
Louisiana
$233K +$892 +11 +0.4%