We are live on ! Find out more
WFC icon

Wells Fargo

2,894 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, 992 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: 992

9% more funds holding

Funds holding: 2,6552,894 (+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
2,894
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
992
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
CAM
2626
Clarity Asset Management
Iowa
$133K +$521 +6 +0.4%
UCB
2627
United Community Bank
South Carolina
$131K -$163K -1,875 -57%
SA
2628
SRH Advisors
Kansas
$130K
SWM
2629
SHP Wealth Management
Massachusetts
$130K +$121K +1,392 New
CWM
2630
Cranbrook Wealth Management
Michigan
$126K -$6.51K -75 -5%
FC
2631
Family CFO
California
$126K +$117K +1,347 New
OAM
2632
Ostrum Asset Management
France
$125K -$38.6K -445 -25%
RF
2633
Rossby Financial
Florida
$123K -$19.3K -222 -14%
SA
2634
Strategic Advocates
Utah
$121K
USB
2635
Union Savings Bank
Connecticut
$121K +$112K +1,293 New
IRAG
2636
Investment Research & Advisory Group
Georgia
$120K +$87 +1 +0.1%
MSWM
2637
Mowery & Schoenfeld Wealth Management
Illinois
$118K +$5.47K +63 +5%
AFG
2638
Albion Financial Group
Utah
$117K +$66.4K +765 +156%
NFSG
2639
Newbridge Financial Services Group
Florida
$116K +$22.4K +258 +26%
TC
2640
Truvestments Capital
Florida
$116K -$34.7K -400 -24%
CTB
2641
Country Trust Bank
Illinois
$116K
TFGT
2642
TS Financial Group (TSFG)
Illinois
$115K -$2.69K -31 -2%
AIM
2643
Arcadia Investment Management
Michigan
$114K +$260 +3 +0.2%
C
2644
Covestor
United Kingdom
$114K -$12.2K -141 -10%
BONH
2645
Bank of New Hampshire
New Hampshire
$114K
MIM
2646
Manitou Investment Management
Ontario, Canada
$114K
FFL
2647
Financial Freedom LLC
Ohio
$114K +$347 +4 +0.3%
WOSD
2648
WFA of San Diego
California
$114K -$21K -242 -17%
BHWM
2649
Beaird Harris Wealth Management
Texas
$113K -$25.5K -294 -20%
FMTCOCP
2650
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$113K