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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
BC
2726
Barrett & Company
Rhode Island
$53.8K
BAM
2727
Byrne Asset Management
New Jersey
$53.5K +$174 +2 +0.3%
KG
2728
Kilter Group
New York
$53K +$10.3K +119 +26%
DWM
2729
Dogwood Wealth Management
Kansas
$51.8K +$22.3K +257 +86%
LGWM
2730
Litman Gregory Wealth Management
California
$51.7K +$48.2K +555 New
SJIM
2731
St. Johns Investment Management
Florida
$51.5K
CFG
2732
Clayton Financial Group
Missouri
$51.5K +$39.3K +453 +453%
FA
2733
Fountainhead AM
New Jersey
$51.5K -$432K -4,976 -90%
YAL
2734
Your Advocates Ltd
Texas
$51.3K +$47.7K +550 New
BTD
2735
BankPlus Trust Department
Mississippi
$51.2K
LAS
2736
Lloyd Advisory Services
Georgia
$50.9K +$47.4K +546 New
QWM
2737
Quaker Wealth Management
New Jersey
$50.1K +$521 +6 +1%
MSWA
2738
Marshall & Sterling Wealth Advisors
New York
$49.9K -$15.5K -179 -25%
VWM
2739
Valley Wealth Managers
New Jersey
$49.5K
LWMI
2740
Legacy Wealth Management (Idaho)
Idaho
$49.2K +$44.2K +509 +2,679%
TCM
2741
TD Capital Management
Tennessee
$49.2K +$260 +3 +0.6%
MCA
2742
McGuire Capital Advisors
Oklahoma
$48.9K +$45.6K +525 New
BCPWM
2743
Bradley & Co Private Wealth Management
Florida
$48.6K
TWD
2744
True Wealth Design
Ohio
$47.8K -$3.13K -36 -7%
GA
2745
GoalVest Advisory
New York
$47.3K +$44.1K +508 New
SHIM
2746
Stone House Investment Management
Pennsylvania
$46.9K +$608 +7 +1%
VR
2747
Vision Retirement
New Jersey
$46.6K +$43.4K +500 New
PP
2748
PFS Partners
New Jersey
$45.1K +$87 +1 +0.2%
KFA
2749
Kelleher Financial Advisors
New York
$44.7K
RWM
2750
Rialto Wealth Management
New York
$44.5K +$608 +7 +1%