We are live on ! Find out more
WFC icon

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
EFL
2351
ERn Financial LLC
Wisconsin
$205K +$198K +2,441 New
IA
2352
Intellus Advisors
Florida
$205K +$198K +2,440 New
VIA
2353
Victrix Investment Advisors
Florida
$204K +$197K +2,433 New
FAN
2354
Financial Advisors Network
California
$204K +$197K +2,430 New
ACA
2355
American Capital Advisory
Idaho
$203K -$11.9K -147 -6%
FBFS
2356
First Business Financial Services
Wisconsin
$203K +$197K +2,425 New
OIS
2357
Okabena Investment Services
Minnesota
$203K +$197K +2,425 New
CSA
2358
Cornerstone Select Advisors
Missouri
$203K +$196K +2,422 New
AI
2359
Auour Investments
Massachusetts
$202K +$196K +2,413 New
LJHT
2360
Laurie J. Hall Trustee
$202K +$196K +2,412 New
BFA
2361
Bright Financial Advisors
Michigan
$202K +$196K +2,411 New
PAG
2362
Paladin Advisory Group
Iowa
$202K
GD
2363
Grandfield & Dodd
New York
$200K +$194K +2,391 New
VHAM
2364
Van Hulzen Asset Management
California
$200K +$194K +2,391 New
EFSCE
2365
Enterprise Financial Services Corp (EFSC)
Missouri
$200K -$36.8K -454 -16%
EBA
2366
Eagle Bay Advisors
New York
$200K +$194K +2,390 New
RW
2367
Rede Wealth
Virginia
$200K +$194K +2,390 New
BWMG
2368
Barnes Wealth Management Group
California
$200K +$194K +2,390 New
LT
2369
Legacy Trust
Michigan
$196K +$190K +2,341 New
CBT
2370
Crews Bank & Trust
Florida
$196K -$8.11K -100 -4%
AAG
2371
Armstrong Advisory Group
Massachusetts
$195K +$324 +4 +0.2%
AWM
2372
Abound Wealth Management
Tennessee
$195K +$10.4K +128 +6%
MWPCG
2373
Measured Wealth Private Client Group
New Hampshire
$192K +$186K +2,295 New
DIP
2374
DT Investment Partners
Pennsylvania
$190K
GCM
2375
Gables Capital Management
Florida
$184K -$12.2K -150 -6%