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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
CB
2376
Community Bank
New York
$172K +$52K +641 +46%
HDIM
2377
Hanson & Doremus Investment Management
Vermont
$171K +$23K +284 +16%
BTC
2378
Bank & Trust Company
Illinois
$171K
SR
2379
Syntax Research
Florida
$171K
GCM
2380
Gladius Capital Management
Illinois
$170K +$25.4K +313 +18%
GEA
2381
Glen Eagle Advisors
New Jersey
$170K +$12K +148 +8%
WFA
2382
West Financial Advisors
Iowa
$170K +$162 +2 +0.1%
CHC
2383
City Holding Co
West Virginia
$168K +$31.9K +393 +24%
CCMI
2384
Creative Capital Management Investments
California
$168K
HA
2385
Heartland Advisors
Wisconsin
$168K
SOAMC
2386
Spirit of America Management Corp
New York
$168K
CFP
2387
Comprehensive Financial Planning
Pennsylvania
$168K +$162K +2,000 New
OWP
2388
ORG Wealth Partners
Texas
$167K +$90.2K +1,112 +126%
BFPW
2389
BOK Financial Private Wealth
Colorado
$162K
ME
2390
McIlrath & Eck
Washington
$160K +$324 +4 +0.2%
JEST
2391
JTC Employer Solutions Trustee
Jersey
$160K
KFI
2392
Key Financial Inc
Pennsylvania
$155K -$9.81K -121 -6%
BDL
2393
Bey-Douglas LLC
Georgia
$152K +$147K +1,810 New
EPIME
2394
Evelyn Partners Investment Management (Europe)
$150K
OAM
2395
Ostrum Asset Management
France
$149K -$4.62K -57 -3%
SWP
2396
Strategic Wealth Partners
Ohio
$149K -$10.9K -134 -7%
AA
2397
Addison Advisors
Vermont
$147K -$2.03K -25 -1%
NCM
2398
Northwest Capital Management
Oregon
$147K
WSC
2399
Wellington Shields & Co
New York
$146K +$141K +1,738 New
TCB
2400
Texas Capital Bancshares
Texas
$145K -$334K -4,117 -70%