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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
TBT
2551
Texas Bank & Trust
Texas
$203K +$190K +2,183 New
WMP
2552
Wealth Management Partners
Arizona
$203K +$189K +2,179 New
KPWM
2553
KDK Private Wealth Management
Texas
$202K +$188K +2,171 New
SWP
2554
Summit Wealth Partners
Florida
$202K +$188K +2,170 New
FF
2555
Formulate Financial
Florida
$202K +$188K +2,170 New
RWB
2556
RMR Wealth Builders
New Jersey
$202K +$188K +2,169 New
AWM
2557
Act Wealth Management
Texas
$202K +$188K +2,167 New
ACM
2558
AUA Capital Management
Pennsylvania
$202K +$188K +2,163 New
MFS
2559
McNamara Financial Services
Massachusetts
$202K +$188K +2,163 New
NRW
2560
Nova R Wealth
Kansas
$202K +$188K +2,163 New
FWP
2561
Fiduciary Wealth Partners
Massachusetts
$201K +$187K +2,157 New
NMG
2562
New Millennium Group
Utah
$201K -$28.9K -333 -13%
S
2563
SharpePoint
Arizona
$201K +$187K +2,153 New
PWMG
2564
Pinnacle Wealth Management Group
Michigan
$200K +$187K +2,150 New
SFP
2565
Shepherd Financial Partners
Massachusetts
$200K +$187K +2,150 New
CGA
2566
Crescent Grove Advisors
Illinois
$200K +$186K +2,146 New
WSC
2567
Wellington Shields & Co
New York
$199K +$34.7K +400 +23%
CB
2568
Community Bank
New York
$191K
HDIM
2569
Hanson & Doremus Investment Management
Vermont
$190K
BTC
2570
Bank & Trust Company
Illinois
$190K
SR
2571
Syntax Research
Florida
$190K
CCMI
2572
Creative Capital Management Investments
California
$189K +$2.08K +24 +1%
CCA
2573
Catalyst Capital Advisors
New York
$188K -$88.6K -1,020 -34%
HA
2574
Heartland Advisors
Wisconsin
$186K
HPIA
2575
Hamilton Point Investment Advisors
North Carolina
$183K +$171K +1,968 New