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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
CWM
2276
Cherrydale Wealth Management
New Jersey
$232K
QPW
2277
Quantum Private Wealth
Florida
$231K
ACM
2278
Avalon Capital Management
California
$230K -$218K -2,690 -49%
SA
2279
Skyline Advisors
Washington
$230K
JC
2280
JB Capital
Connecticut
$230K -$4.87K -60 -2%
WA
2281
WBH Advisory
Maryland
$230K +$81 +1 +0%
FWP
2282
Firethorn Wealth Partners
Georgia
$229K +$221K +2,729 New
YDMI
2283
Y.D. More Investments
Israel
$228K -$39.1K -482 -15%
HL
2284
HeadInvest LLC
Maine
$228K -$24.3K -300 -10%
ACC
2285
Acorn Creek Capital
Colorado
$227K -$568 -7 -0.3%
RB
2286
Rodgers Brothers
Pennsylvania
$227K +$324 +4 +0.1%
IW
2287
Instrumental Wealth
Florida
$227K +$214K +2,635 New
SFG
2288
Sovereign Financial Group
Connecticut
$227K -$20.8K -257 -9%
CIR
2289
Clear Investment Research
Georgia
$226K
AWM
2290
Aries Wealth Management
Maine
$226K
TGIA
2291
Torrey Growth & Income Advisors
California
$226K +$219K +2,700 New
CIM
2292
Cambria Investment Management
California
$226K +$219K +2,699 New
BIA
2293
Beacon Investment Advisors
Maryland
$226K +$6.24K +77 +3%
FA
2294
Faithward Advisors
Pennsylvania
$226K +$13K +160 +6%
Cohen & Steers
2295
Cohen & Steers
New York
$226K
DCM
2296
Donaldson Capital Management
Indiana
$226K +$219K +2,695 New
ACA
2297
Affinity Capital Advisors
California
$226K +$5.51K +68 +2%
GWA
2298
Gratus Wealth Advisors
Virginia
$226K +$324 +4 +0.1%
ACA
2299
Aspire Capital Advisors
Washington
$225K -$5.03K -62 -2%
RPGK
2300
Retirement Planning Group (Kansas)
Kansas
$224K +$217K +2,677 New