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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
MEG
2651
Millstone Evans Group
Colorado
$112K -$12.2K -140 -10%
OAJ
2652
Ogorek Anthony Joseph
New York
$112K -$30.3K -349 -22%
WG
2653
Wellington Group
Indiana
$112K +$104K +1,201 New
RG
2654
RHL Group
Michigan
$112K +$104K +1,200 New
RWM
2655
RMG Wealth Management
Wisconsin
$111K +$434 +5 +0.4%
OPTFSNA
2656
Old Point Trust & Financial Services N A
Virginia
$110K
ISWM
2657
Intesa Sanpaolo Wealth Management
$110K +$103K +1,183 New
1IA
2658
1620 Investment Advisors
Massachusetts
$109K
IIM
2659
IFC & Insurance Marketing
California
$107K +$100K +1,153 New
BGA
2660
Battery Global Advisors
Massachusetts
$107K +$12.8K +148 +15%
IWM
2661
IMG Wealth Management
Florida
$105K +$16K +184 +20%
FP
2662
Financial Perspectives
Minnesota
$104K -$868 -10 -0.9%
RFS
2663
Richardson Financial Services
Massachusetts
$103K +$10.8K +124 +13%
RJA
2664
Ross\Johnson & Associates
Minnesota
$103K +$260 +3 +0.3%
TSMHT
2665
Thurston Springer Miller Herd & Titak
Indiana
$101K +$94.1K +1,084 New
FC
2666
Financial Consulate
Maryland
$98.6K +$13.2K +152 +17%
WAG
2667
Wilkerson Advisory Group
Missouri
$98.4K +$91.7K +1,056 New
PW
2668
Pandora Wealth
Illinois
$97.9K
TC
2669
Trust Company
Kansas
$96.8K +$88.1K +1,015 +4,413%
HNW
2670
High Note Wealth
Minnesota
$95.2K -$6.68K -77 -7%
DT
2671
DV Trading
Illinois
$93.5K +$87.1K +1,003 New
OA
2672
Operose Advisors
Wisconsin
$93.2K
RAM
2673
Ramirez Asset Management
New York
$93.2K
BWM
2674
Bernard Wealth Management
Michigan
$92.8K
WFA
2675
West Financial Advisors
Iowa
$91.6K -$90.5K -1,043 -51%