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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
SP
2451
Saranac Partners
$101K +$97.3K +1,200 New
OPTFSNA
2452
Old Point Trust & Financial Services N A
Virginia
$99.2K
SVCP
2453
Silicon Valley Capital Partners
California
$98.4K +$405 +5 +0.4%
1IA
2454
1620 Investment Advisors
Massachusetts
$98.1K +$94.9K +1,170 New
FFA
2455
Frazier Financial Advisors
Ohio
$96.6K +$7.38K +91 +9%
FP
2456
Financial Perspectives
Minnesota
$94K -$5.03K -62 -5%
RJA
2457
Ross\Johnson & Associates
Minnesota
$92.3K
HNW
2458
High Note Wealth
Minnesota
$92K +$730 +9 +0.8%
OIA
2459
Optimum Investment Advisors
Illinois
$90.2K
PW
2460
Pandora Wealth
Illinois
$88K
CAM
2461
Creekmur Asset Management
Illinois
$84.3K
BGA
2462
Battery Global Advisors
Massachusetts
$83.8K
OA
2463
Operose Advisors
Wisconsin
$83.8K
RAM
2464
Ramirez Asset Management
New York
$83.8K
BWM
2465
Bernard Wealth Management
Michigan
$83.5K
NFSG
2466
Newbridge Financial Services Group
Florida
$83.1K -$28.4K -350 -26%
KFP
2467
Keener Financial Planning
Texas
$83K
RFS
2468
Richardson Financial Services
Massachusetts
$82.3K +$25.9K +319 +48%
FDCP
2469
Foster Dykema Cabot & Partners
Massachusetts
$82.1K
IWM
2470
IMG Wealth Management
Florida
$78.8K
FMP
2471
Financial Management Professionals
Texas
$77.6K +$5.76K +71 +8%
BP
2472
BNP Paribas
France
$77.4K +$11.4K +140 +18%
FC
2473
Financial Consulate
Maryland
$76K +$73.5K +906 New
AT
2474
Arlington Trust
Alabama
$75.6K +$1.62K +20 +2%
SNB
2475
Security National Bank
Nebraska
$75.1K