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
RFA
2701
Reyes Financial Architecture
California
$67.8K
FDCP
2702
Foster Dykema Cabot & Partners
Massachusetts
$67.7K -$22K -253 -26%
HC
2703
Hoese & Co
Minnesota
$67.5K
EF
2704
Entrust Financial
Pennsylvania
$65.8K +$61.3K +706 New
BOJHT
2705
Bank of Jackson Hole Trust
Wyoming
$65.7K +$17.4K +200 +40%
CCMW
2706
Cypress Capital Management (Wyoming)
Wyoming
$65.4K
VWA
2707
Valued Wealth Advisors
Utah
$65.3K +$3.04K +35 +5%
MAM
2708
Morse Asset Management
Connecticut
$64.9K +$87 +1 +0.1%
HHMI
2709
Howard Hughes Medical Institute
Maryland
$63.1K -$955 -11 -2%
MAM
2710
Meeder Asset Management
Ohio
$62.5K -$2.26K -26 -4%
MWA
2711
Medallion Wealth Advisors
Connecticut
$62.4K
HA
2712
Hyposwiss Advisors
$62.1K +$57.8K +666 New
BFS
2713
Beacon Financial Strategies
North Carolina
$61.6K +$57.4K +661 New
S
2714
Sachetta
Massachusetts
$59.3K -$365K -4,209 -87%
LFASL
2715
Lugano Financial Advisors SA (LFA)
Switzerland
$59.2K
SFS
2716
Sunrise Financial Services
Washington
$57.9K +$53.9K +621 New
FGA
2717
Fortis Group Advisors
New Jersey
$57.8K
Loomis, Sayles & Company
2718
Loomis, Sayles & Company
Massachusetts
$57.3K -$2K -23 -4%
LC
2719
Lavaca Capital
Texas
$57K
T
2720
TOBAM
France
$57K -$18.1K -209 -26%
PPC
2721
Park Place Capital
Alabama
$56.3K +$5.56K +64 +12%
NI
2722
NCP Inc
California
$56.1K +$52.3K +602 New
WCAMG
2723
Woodard & Company Asset Management Group
North Carolina
$54.8K
CIAS
2724
CBIZ Investment Advisory Services
Ohio
$54.6K +$20.5K +236 +67%
HC
2725
Hurley Capital
New York
$54.1K -$1.74K -20 -3%