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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
GFA
2801
Godfrey Financial Associates
New York
$24.9K +$23.2K +267 New
CCM
2802
Copeland Capital Management
Pennsylvania
$24K
CMP
2803
Coston McIsaac & Partners
Maine
$24K
HB
2804
Horizon Bancorp
Indiana
$24K
BC
2805
Bayforest Capital
United Kingdom
$23.3K -$38K -438 -64%
GAMC
2806
Garner Asset Management Corp
Texas
$23.3K +$21.7K +250 New
AF
2807
Abound Financial
California
$23K +$21.4K +247 New
TFA
2808
Toth Financial Advisory
Virginia
$22.3K +$3.82K +44 +23%
HIW
2809
Holos Integrated Wealth
Pennsylvania
$22.1K
KA
2810
Kozak & Associates
Colorado
$21.8K +$87 +1 +0.4%
HHGA
2811
Halbert Hargrove Global Advisors
California
$21.7K +$1.3K +15 +7%
GF
2812
GGM Financials
Ohio
$21.6K +$87 +1 +0.4%
AP
2813
Aspect Partners
Virginia
$20.8K +$2.87K +33 +17%
IW
2814
Imprint Wealth
South Carolina
$20.7K -$12.8K -148 -40%
GWSG
2815
GPS Wealth Strategies Group
Colorado
$20.5K -$336K -3,869 -95%
GCM
2816
Gunpowder Capital Management
Maryland
$20.4K +$19K +219 New
PWA
2817
Principia Wealth Advisory
Texas
$19.4K +$2.17K +25 +14%
CWM
2818
Consultiva Wealth Management
Puerto Rico
$19.3K
WA
2819
Whipplewood Advisors
Colorado
$19.3K +$608 +7 +4%
RBC
2820
Roble Belko & Company
Pennsylvania
$19K +$17.4K +200 New
AW
2821
Ankerstar Wealth
Texas
$18.7K +$17.4K +200 New
ACM
2822
Anfield Capital Management
California
$17.6K
MDA
2823
Minot DeBlois Advisors
Massachusetts
$17.4K -$11K -127 -40%
PG
2824
Proffitt & Goodson
Tennessee
$17.1K -$1.13K -13 -7%
PS
2825
Pinney & Scofield
Massachusetts
$16.9K