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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
GWS
2676
Greykasell Wealth Strategies
California
$91.3K +$41.7K +480 +96%
BGWM
2677
Bridge Generations Wealth Management
Florida
$89.7K +$59.2K +682 +244%
KFG
2678
Kingdom Financial Group
Arizona
$87.4K -$149K -1,720 -65%
AFC
2679
Ares Financial Consulting
California
$85.5K +$79.7K +918 New
SNB
2680
Security National Bank
Nebraska
$83.5K
VFM
2681
Vision Financial Markets
Connecticut
$82.8K +$87 +1 +0.1%
IRC
2682
Investors Research Corp
Georgia
$81.9K
RS
2683
Rakuten Securities
Japan
$81.9K +$38K +438 +99%
SRCM
2684
Signature Resources Capital Management
California
$81.8K +$2.34K +27 +3%
WA
2685
WPG Advisers
Maryland
$81.1K
NECFA
2686
New England Capital Financial Advisors
Connecticut
$78.2K
1CP
2687
1015 Capital Partners
Pennsylvania
$78K +$72.7K +837 New
WSCM
2688
Wellington Shields Capital Management
New York
$76.9K
CFM
2689
Cornerstone Financial Management
Massachusetts
$76.8K +$71.5K +824 New
PWMG
2690
Private Wealth Management Group
New Jersey
$76.4K
FCT
2691
First Community Trust
Iowa
$75.9K -$77.3K -890 -52%
MFT
2692
Moisand Fitzgerald Tamayo
Florida
$74.9K
ATC
2693
Advantage Trust Company
Kansas
$74.6K
PMIM
2694
Prudent Man Investment Management
Colorado
$74.6K +$69.5K +800 New
Q1WB
2695
Quest 10 Wealth Builders
Virginia
$72.9K -$2.78K -32 -4%
FC
2696
Fairscale Capital
New Hampshire
$72.7K
BL
2697
BFSG LLC
California
$72.4K -$3.65K -42 -5%
HWP
2698
Highline Wealth Partners
California
$71.7K -$1.13M -12,994 -94%
MS
2699
Monetary Solutions
Ohio
$69K +$64.2K +740 New
SEP
2700
Signature Equity Partners
Ohio
$68.4K +$63.7K +734 New