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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
SAM
2401
Sherman Asset Management
California
$145K
WIM
2402
Westside Investment Management
California
$145K +$60K +740 +71%
CT
2403
Clearstead Trust
Maine
$144K -$52.7K -650 -27%
FCT
2404
First Community Trust
Iowa
$143K
FUBT
2405
First United Bank & Trust
Maryland
$142K
PWM
2406
Proathlete Wealth Management
Florida
$141K
M
2407
MOTCO
Texas
$141K +$125K +1,536 +1,059%
BHWM
2408
Bay Harbor Wealth Management
Maryland
$140K -$3.65K -45 -3%
CA
2409
Centerpoint Advisors
Massachusetts
$140K +$15.4K +190 +13%
RL
2410
Rogco LP
Oklahoma
$140K
LAMC
2411
Longview Asset Management (California)
California
$139K
TC
2412
Truvestments Capital
Florida
$138K +$43.3K +534 +48%
HWA
2413
Heritage Wealth Advisors
Virginia
$135K -$16.2K -200 -11%
PWMG
2414
Prestige Wealth Management Group
New Jersey
$134K
BWL
2415
Bogart Wealth LLC
Virginia
$133K +$4.05K +50 +3%
CYG
2416
Clean Yield Group
Vermont
$133K +$25.6K +316 +25%
WWA
2417
Wealth Watch Advisors
Colorado
$132K -$21K -259 -14%
HCM
2418
Hollencrest Capital Management
California
$131K +$892 +11 +0.7%
OAJ
2419
Ogorek Anthony Joseph
New York
$130K -$4.78K -59 -4%
RFG
2420
REAP Financial Group
Texas
$130K +$16.2K +200 +15%
MMCM
2421
Murphy & Mullick Capital Management
New York
$127K +$8.35K +103 +7%
ATC
2422
Adirondack Trust Company
New York
$127K +$40.3K +497 +49%
BHWM
2423
Beaird Harris Wealth Management
Texas
$126K +$16.1K +199 +15%
RF
2424
Rossby Financial
Florida
$125K -$12.1K -149 -9%
SWIM
2425
Smallwood Wealth Investment Management
New Jersey
$123K -$4.05K -50 -3%