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Wells Fargo

2,893 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, 991 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: 991

9% more funds holding

Funds holding: 2,6552,893 (+238)

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
2,893
Holders Change
+238
Holders Change %
+8.96%
% of All Funds
35.2%
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
991
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
TM
2826
Torren Management
California
$16.7K +$15.5K +179 New
BIM
2827
Breakwater Investment Management
Washington
$16.6K
EWA
2828
EQ Wealth Advisors
Texas
$15.8K +$14.8K +170 New
IAS
2829
IMA Advisory Services
Colorado
$15.5K +$12.3K +142 +592%
WWM
2830
Wolff Wiese Magana
California
$14.9K
AEPWM
2831
Atlantic Edge Private Wealth Management
Florida
$14K
SC
2832
Swan Capital
Florida
$14K
ACA
2833
Atlas Capital Advisors
Wyoming
$13.6K +$12.7K +146 New
EPAM
2834
Evelyn Partners Asset Management
$13.5K +$12.6K +145 New
CA
2835
Cresta Advisors
Texas
$12.6K +$11.7K +135 New
BC
2836
Broadwater Capital
Massachusetts
$12.4K
MPW
2837
MASECO Private Wealth
$11.5K +$10.7K +123 New
PIS
2838
POM Investment Strategies
North Carolina
$11.3K +$10.5K +121 New
B
2839
Birchbrook
Maine
$11.2K +$10.4K +120 New
IA
2840
IFS Advisors
Kansas
$11K
WW
2841
Winnow Wealth
Texas
$10.9K
T
2842
Transce3nd
Texas
$10.7K -$521 -6 -5%
UFPG
2843
United Financial Planning Group
New York
$10.7K +$9.98K +115 New
CWA
2844
Carolina Wealth Advisors
South Carolina
$10.5K
PS
2845
PayPay Securities
Japan
$10.4K +$4.25K +49 +78%
UOTTAIMCU
2846
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.3K +$9.64K +111 New
GFL
2847
Granite FO LLC
New Hampshire
$10.1K
DWM
2848
Darwin Wealth Management
Florida
$10K
LFA
2849
LGT Financial Advisors
Texas
$9.97K
DFA
2850
DHJJ Financial Advisors
Illinois
$9.81K