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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
HFS
2751
Hughes Financial Services
Virginia
$44.4K -$521 -6 -1%
JFG
2752
JDM Financial Group
Texas
$43.3K -$8.94K -103 -18%
DF
2753
Dunhill Financial
United Kingdom
$42.8K +$3.04K +35 +8%
MCM
2754
MidAtlantic Capital Management
Virginia
$42.1K +$39.2K +452 New
PAM
2755
Parvin Asset Management
South Dakota
$41.9K
AIA
2756
Aventus Investment Advisors
Florida
$41K
NSG
2757
Nalls Sherbakoff Group
Tennessee
$41K
BAM
2758
Bellevue Asset Management
Washington
$40.7K +$260 +3 +0.7%
1M
2759
1248 Management
Missouri
$40.6K
EP
2760
Essential Partners
California
$40.3K +$6.42K +74 +21%
AF
2761
Aviso Financial
Ontario, Canada
$40.3K +$37.5K +432 New
CRI
2762
Commonwealth Retirement Investments
Virginia
$40K +$37.2K +429 New
BFPW
2763
BOK Financial Private Wealth
Colorado
$39.9K -$131K -1,509 -78%
MLA
2764
MB, Levis & Associates
Pennsylvania
$39K -$4.08K -47 -10%
MWM
2765
Mascoma Wealth Management
New Hampshire
$38.9K +$3.3K +38 +10%
BW
2766
Bravera Wealth
North Dakota
$38.7K +$36K +415 New
ACM
2767
Accent Capital Management
Ohio
$37.7K
KPP
2768
Kings Path Partners
Texas
$37.3K -$4.34K -50 -11%
CAM
2769
Costello Asset Management
Pennsylvania
$37.1K
CFS
2770
CGC Financial Services
Oregon
$36.9K
T
2771
Tidemark
California
$35.6K -$1.48K -17 -4%
NWM
2772
Nova Wealth Management
Florida
$35.2K -$4.34K -50 -12%
BCM
2773
Boreal Capital Management
Florida
$33.9K
FIM
2774
FWL Investment Management
Texas
$33.1K +$30.8K +355 New
CMA
2775
Cedar Mountain Advisors
Oregon
$32.9K