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Wells Fargo

2,895 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,108 increasing their positions, 993 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 400 | Existing positions closed: 111

21% more funds holding in top 10

Funds holding in top 10: 7692 (+16)

12% more capital invested

Capital invested by funds: $200B → $224B (+$23.8B)

12% more repeat investments, than reductions

Existing positions increased: 1,108 | Existing positions reduced: 993

9% more funds holding

Funds holding: 2,6562,895 (+239)

2.02% more ownership

Funds ownership: 74.61%76.63% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,895
Holders Change
+239
Holders Change %
+9%
% of All Funds
35.21%
Holding in Top 10
92
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.05%
% of All Funds
1.12%
New
400
Increased
1,108
Reduced
993
Closed
111
Calls
$3.85B
Puts
$5.44B
Net Calls
-$1.58B
Net Calls Change
-$788M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
2476
Prosperity Capital Advisors
Ohio
$226K -$66.7K -768 -24%
SAA
2477
Southeast Asset Advisors
Georgia
$225K -$18.9K -218 -8%
PLFS
2478
Provident Living Financial Services
Utah
$225K +$210K +2,418 New
VPF
2479
Vantage Point Financial
Illinois
$225K +$210K +2,417 New
AI
2480
Auour Investments
Massachusetts
$225K
SFGP
2481
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$225K +$209K +2,411 New
BFA
2482
Bright Financial Advisors
Michigan
$225K
WSWA
2483
Warren Street Wealth Advisors
California
$224K -$49K -564 -19%
SFS
2484
Security Financial Services
Indiana
$223K +$208K +2,395 New
GD
2485
Grandfield & Dodd
New York
$223K
CCA
2486
Cora Capital Advisors
New Jersey
$223K +$207K +2,389 New
PAG
2487
Paladin Advisory Group
Iowa
$222K -$2K -23 -1%
AWM
2488
Abound Wealth Management
Tennessee
$222K +$5.21K +60 +3%
WAS
2489
Wealth Advisory Solutions
Indiana
$222K +$207K +2,380 New
ZCP
2490
Z3 Capital Partners
Virginia
$222K +$207K +2,379 New
FWP
2491
Falcon Wealth Planning
California
$221K +$206K +2,373 New
CWL
2492
Causey Wealth LLC
Colorado
$221K +$206K +2,373 New
BIM
2493
Baldwin Investment Management
Pennsylvania
$221K +$206K +2,372 New
FA
2494
FDx Advisors
Illinois
$221K +$206K +2,371 New
BWMG
2495
Barnes Wealth Management Group
California
$221K -$1.74K -20 -0.8%
ANBOT
2496
American National Bank of Texas
Texas
$221K +$206K +2,370 New
TLFA
2497
True Link Financial Advisors
California
$221K -$45.9K -529 -18%
WETS
2498
Wealth Enhancement Trust Services
South Dakota
$221K +$205K +2,367 New
ZWA
2499
Zinnia Wealth Advisory
Florida
$220K +$205K +2,364 New
KSWWM
2500
Keyes Stange & Wooten Wealth Management
Florida
$220K +$205K +2,363 New