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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
PWMG
2601
Prestige Wealth Management Group
New Jersey
$155K +$5.12K +59 +4%
BHWM
2602
Bay Harbor Wealth Management
Maryland
$155K -$1.39K -16 -1%
LAMC
2603
Longview Asset Management (California)
California
$154K
CA
2604
Centerpoint Advisors
Massachusetts
$154K -$1.39K -16 -1%
ANBT
2605
American National Bank & Trust
Texas
$154K +$31.2K +359 +28%
OC
2606
Optima Capital
Oregon
$154K +$143K +1,649 New
SWIM
2607
Smallwood Wealth Investment Management
New Jersey
$150K +$13K +150 +10%
HWA
2608
Heritage Wealth Advisors
Virginia
$150K
CT
2609
Clearstead Trust
Maine
$149K -$9.81K -113 -7%
BWL
2610
Bogart Wealth LLC
Virginia
$149K +$695 +8 +0.5%
FMP
2611
Financial Management Professionals
Texas
$149K +$58.3K +672 +73%
CYG
2612
Clean Yield Group
Vermont
$148K
MMCM
2613
Murphy & Mullick Capital Management
New York
$147K +$5.56K +64 +4%
CPG
2614
Cornerstone Planning Group
New Jersey
$147K +$125K +1,440 +621%
HCM
2615
Hollencrest Capital Management
California
$145K
KBFS
2616
Kohmann Bosshard Financial Services
Ohio
$144K +$134K +1,542 New
PP
2617
Paladin Partners
Wisconsin
$144K +$134K +1,540 New
FFA
2618
Frazier Financial Advisors
Ohio
$143K +$33.3K +384 +33%
AWM
2619
Activest Wealth Management
Florida
$141K +$93K +1,071 +240%
RL
2620
Rogco LP
Oklahoma
$141K -$13.1K -151 -9%
MFP
2621
Meramec Financial Planners
Missouri
$141K +$130K +1,500 New
ATC
2622
Adirondack Trust Company
New York
$141K
IBOK
2623
Independence Bank of Kentucky
Kentucky
$137K +$8.25K +95 +7%
UIA
2624
Ulland Investment Advisors
Minnesota
$134K
CFD
2625
Creative Financial Designs
Indiana
$134K +$52.9K +609 +74%