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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
FL
2526
FreeGulliver LLC
Louisiana
$213K +$198K +2,283 New
PCMF
2527
Private Capital Management (Florida)
Florida
$212K +$198K +2,277 New
PIN
2528
Prudent Investors Network
California
$211K +$197K +2,269 New
QWM
2529
QP Wealth Management
New Jersey
$211K +$197K +2,268 New
RCI
2530
RS Crum Inc
California
$211K +$197K +2,267 New
SCM
2531
Stordahl Capital Management
Colorado
$211K +$197K +2,264 New
LBC
2532
Leigh Baldwin & Co
New York
$211K -$768K -8,851 -80%
YDMI
2533
Y.D. More Investments
Israel
$211K -$39.8K -458 -17%
AWM
2534
Accel Wealth Management
Iowa
$210K +$196K +2,254 New
CFS
2535
Commonwealth Financial Services
West Virginia
$209K +$195K +2,245 New
PCWA
2536
Pacific Capital Wealth Advisors
California
$209K +$195K +2,245 New
AG
2537
AmeriFlex Group
Nevada
$208K -$88.7K -1,022 -31%
RIA
2538
Realta Investment Advisors
Delaware
$208K +$194K +2,233 New
CBT
2539
Crews Bank & Trust
Florida
$208K -$9.2K -106 -5%
SDAM
2540
Shulman DeMeo Asset Management
New York
$207K +$193K +2,220 New
CCM
2541
Chilton Capital Management
Texas
$207K -$25.8K -297 -12%
SA
2542
Strategic Advisors
New York
$207K +$193K +2,220 New
RE
2543
Rydar Equities
Texas
$207K +$192K +2,216 New
CST
2544
Charles Schwab Trust
Nevada
$206K +$192K +2,213 New
LC
2545
LCNB Corp
Ohio
$206K +$192K +2,207 New
GCM
2546
Gables Capital Management
Florida
$205K
IHL
2547
Investment House LLC
California
$205K +$191K +2,200 New
FWM
2548
Forefront Wealth Management
Pennsylvania
$205K +$191K +2,199 New
OCPWS
2549
One Charles Private Wealth Services
Massachusetts
$204K +$190K +2,185 New
SIG
2550
Spinnaker Investment Group
California
$204K +$190K +2,184 New