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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
SIS
2776
Strategic Investment Solutions
Illinois
$32.7K +$1.56K +18 +5%
MIM
2777
Meridiem Investment Management
United Kingdom
$32.6K
MA
2778
Modus Advisors
Minnesota
$32.6K +$30.4K +350 New
PSFG
2779
Park Square Financial Group
Georgia
$32.2K +$13.7K +158 +52%
RPA
2780
Redwood Park Advisors
California
$32.1K -$14K -161 -32%
HFS
2781
Horizon Financial Services
North Carolina
$32K
EPIM
2782
Evelyn Partners Investment Management
$31.7K
RTL
2783
Red Tortoise LLC
Georgia
$31.3K
TPBG
2784
Turning Point Benefit Group
Maryland
$31.2K +$5.9K +68 +25%
QA
2785
Quattro Advisors
Pennsylvania
$30.4K +$28.3K +326 New
NRG
2786
Nemes Rush Group
Michigan
$30.2K +$28.1K +324 New
RWA
2787
Redmont Wealth Advisors
Illinois
$29.8K
SR
2788
Swiss Re
Switzerland
$29.7K +$27.7K +319 New
SFG
2789
Strive Financial Group
Indiana
$29.5K +$27.4K +316 New
NOI
2790
Newton One Investments
Delaware
$29K +$87 +1 +0.3%
CWP
2791
Clark Wealth Partners
Illinois
$28.7K
RWS
2792
Retirement Wealth Solutions
Wisconsin
$28.7K
BCM
2793
Berbice Capital Management
New York
$28K
JGCM
2794
Joseph Group Capital Management
Ohio
$28K +$26K +300 New
TIAAOA
2795
Teachers Insurance & Annuity Association of America
New York
$27.2K
EWP
2796
Elevation Wealth Partners
California
$27.1K +$4.86K +56 +24%
AIM
2797
Access Investment Management
Georgia
$26.5K
NL
2798
Navalign LLC
California
$26K +$24.2K +279 New
MAM
2799
Marquette Asset Management
Minnesota
$25.5K -$5.04K -58 -17%
MCP
2800
Miller Capital Partners
Michigan
$25.2K +$23.4K +270 New