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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
CFG
2326
Carter Financial Group
Illinois
$214K +$207K +2,547 New
BWM
2327
BCS Wealth Management
Tennessee
$214K -$70.8K -873 -26%
RA
2328
Riversedge Advisors
Delaware
$213K +$206K +2,545 New
MWP
2329
Meridian Wealth Partners
Pennsylvania
$213K -$508K -6,265 -71%
CB
2330
Centennial Bank
Arkansas
$213K -$5.68K -70 -3%
MKC
2331
M. Kraus & Co
Vermont
$213K
GAM
2332
Gemmer Asset Management
California
$212K +$206K +2,535 New
CWA
2333
CogentBlue Wealth Advisors
Tennessee
$212K +$205K +2,528 New
ILI
2334
Invesco LLC (Illinois)
Illinois
$212K +$205K +2,527 New
RYIA
2335
Roehl & Yi Investment Advisors
Oregon
$212K -$1.78K -22 -0.9%
CCM
2336
Chilton Capital Management
Texas
$211K +$44.8K +553 +28%
PIP
2337
Peachtree Investment Partners
Florida
$211K
BWM
2338
Buckley Wealth Management
Nevada
$210K
VCM
2339
Violich Capital Management
California
$210K
WWC
2340
Waypoint Wealth Counsel
Georgia
$209K +$203K +2,499 New
AWC
2341
Adamsbrown Wealth Consultants
Kansas
$209K +$202K +2,496 New
ZF
2342
Zhang Financial
Michigan
$209K +$202K +2,491 New
NMG
2343
New Millennium Group
Utah
$209K -$11.3K -139 -5%
BTWM
2344
Brass Tax Wealth Management
Ohio
$208K +$201K +2,483 New
CB
2345
CNB Bank
Pennsylvania
$207K
HHRDM
2346
H&H Retirement Design & Management
Nevada
$207K +$195K +2,407 New
KOC
2347
Koss-Olinger Consulting
Florida
$207K -$87.3K -1,076 -29%
CCG
2348
Cypress Capital Group
Florida
$207K -$7.79K -96 -4%
SFWC
2349
Strategic Family Wealth Counselors
New Jersey
$207K +$200K +2,465 New
SWM
2350
Seed Wealth Management
Illinois
$205K -$97.3K -1,200 -33%