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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
WFPG
2301
Waller Financial Planning Group
Ohio
$224K -$38.7K -477 -15%
VFP
2302
Verus Financial Partners
Virginia
$223K +$243 +3 +0.1%
NCM
2303
NCM Capital Management
New Jersey
$223K +$81 +1 +0%
SF
2304
SWP Financial
California
$223K -$76.1K -938 -26%
KFG
2305
Kingdom Financial Group
Arizona
$223K +$8.76K +108 +4%
ITB
2306
Idaho Trust Bank
Idaho
$223K
CCP
2307
Clarkston Capital Partners
Michigan
$222K
KFS
2308
Kurt F. Somerville
$222K
SCM
2309
Spring Capital Management
Texas
$221K
SAA
2310
Southeast Asset Advisors
Georgia
$221K
RCMU
2311
Rokos Capital Management (UK)
United Kingdom
$221K +$214K +2,633 New
WPA
2312
West Paces Advisors
Georgia
$219K -$8.6K -106 -4%
EFG
2313
Ethos Financial Group
Pennsylvania
$218K -$40K -493 -16%
BIA
2314
BHK Investment Advisors
Alabama
$218K -$4.05K -50 -2%
EP
2315
Essential Planning
New Hampshire
$218K
TYCC
2316
Texas Yale Capital Corp
Florida
$217K
PH
2317
Pinnacle Holdings
Oklahoma
$216K
BST
2318
Bath Savings Trust
Maine
$215K
CFGW
2319
Chancellor Financial Group WB
Pennsylvania
$215K +$208K +2,562 New
SC
2320
Saturna Capital
Washington
$214K
KFA
2321
Kapstone Financial Advisors
Ohio
$214K
FWA
2322
Flagship Wealth Advisors
Massachusetts
$214K
WorldQuant Millennium Advisors
2323
WorldQuant Millennium Advisors
New York
$214K +$207K +2,556 New
AF
2324
Affiance Financial
Minnesota
$214K
IIA
2325
IPG Investment Advisors
California
$214K