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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
GWM
2576
Greenline Wealth Management
Florida
$182K +$169K +1,952 New
GEA
2577
Glen Eagle Advisors
New Jersey
$181K -$7.64K -88 -4%
FISPB
2578
Fideuram - Intesa Sanpaolo Private Banking
$179K +$167K +1,922 New
ME
2579
McIlrath & Eck
Washington
$178K +$347 +4 +0.2%
JEST
2580
JTC Employer Solutions Trustee
Jersey
$178K
KAS
2581
Kemnay Advisory Services
New York
$174K +$162K +1,863 New
KFI
2582
Key Financial Inc
Pennsylvania
$171K -$6.34K -73 -4%
WIM
2583
Westside Investment Management
California
$170K +$1.13K +13 +0.7%
WWA
2584
Wealth Watch Advisors
Colorado
$169K +$20.8K +240 +15%
AA
2585
Addison Advisors
Vermont
$166K +$2.52K +29 +2%
SWP
2586
Strategic Wealth Partners
Ohio
$165K
NCM
2587
Northwest Capital Management
Oregon
$163K
LWM
2588
Lodestone Wealth Management
Washington
$161K +$150K +1,732 New
SAM
2589
Sherman Asset Management
California
$161K
KFAS
2590
Keating Financial Advisory Services
Kansas
$161K +$150K +1,726 New
CHC
2591
City Holding Co
West Virginia
$160K -$24.5K -282 -14%
TF
2592
Tompkins Financial
New York
$158K -$117K -1,346 -44%
EPIME
2593
Evelyn Partners Investment Management (Europe)
$158K -$7.99K -92 -5%
HCA
2594
Harbor Capital Advisors
Illinois
$158K +$38.2K +440 +35%
RFG
2595
REAP Financial Group
Texas
$158K +$12.8K +148 +10%
PWM
2596
Proathlete Wealth Management
Florida
$157K
M
2597
MOTCO
Texas
$157K
SVCP
2598
Silicon Valley Capital Partners
California
$157K +$43.9K +506 +43%
FUBT
2599
First United Bank & Trust
Maryland
$157K -$1.3K -15 -0.9%
II
2600
Inspire Investing
Idaho
$156K +$146K +1,676 New