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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
WOSD
2426
WFA of San Diego
California
$122K
DWA
2427
Delos Wealth Advisors
Texas
$121K +$115K +1,414 +5,438%
UIA
2428
Ulland Investment Advisors
Minnesota
$120K
CWM
2429
Cranbrook Wealth Management
Michigan
$119K
CAM
2430
Clarity Asset Management
Iowa
$119K -$29K -358 -20%
SA
2431
SRH Advisors
Kansas
$117K
IBOK
2432
Independence Bank of Kentucky
Kentucky
$115K +$4.22K +52 +4%
C
2433
Covestor
United Kingdom
$114K -$13.8K -170 -11%
MEG
2434
Millstone Evans Group
Colorado
$113K
TFM
2435
TFC Financial Management
Massachusetts
$109K +$98.3K +1,212 +1,303%
TCM
2436
TruNorth Capital Management
Michigan
$109K
ANBT
2437
American National Bank & Trust
Texas
$108K -$16.2K -200 -13%
IRAG
2438
Investment Research & Advisory Group
Georgia
$108K +$81 +1 +0.1%
SA
2439
Strategic Advocates
Utah
$107K +$104K +1,280 New
TFGT
2440
TS Financial Group (TSFG)
Illinois
$106K +$2.51K +31 +3%
RWM
2441
RMG Wealth Management
Wisconsin
$106K +$487 +6 +0.5%
HCA
2442
Harbor Capital Advisors
Illinois
$105K +$39.8K +491 +64%
FLP
2443
Financial Life Planners
Arizona
$104K +$101K +1,246 New
CTB
2444
Country Trust Bank
Illinois
$104K +$14.1K +174 +16%
AIM
2445
Arcadia Investment Management
Michigan
$102K
BONH
2446
Bank of New Hampshire
New Hampshire
$102K
MIM
2447
Manitou Investment Management
Ontario, Canada
$102K
FFL
2448
Financial Freedom LLC
Ohio
$102K +$243 +3 +0.2%
MSWM
2449
Mowery & Schoenfeld Wealth Management
Illinois
$101K -$13.9K -172 -12%
FMTCOCP
2450
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$101K