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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
IPS
2876
Investors Portfolio Services
Washington
$3.69K +$3.47K +40 New
FF
2877
Friedenthal Financial
New Jersey
$3.1K
DCM
2878
Davis Capital Management
Florida
$2.89K
NRWA
2879
North Ridge Wealth Advisors
Oregon
$2.8K
DF
2880
DecisionPoint Financial
Arizona
$2.52K
DWA
2881
Delos Wealth Advisors
Texas
$2.42K -$123K -1,414 -98%
LIA
2882
Luken Investment Analytics
Tennessee
$2.33K +$2.17K +25 New
SA
2883
Seneschal Advisors
Washington
$2.24K
NL
2884
NorthAvenue LLC
Ohio
$1.49K +$1.39K +16 New
EWM
2885
Evolution Wealth Management
Florida
$1.49K +$521 +6 +60%
APW
2886
Atlantic Private Wealth
North Carolina
$1.41K +$1.3K +15 New
BA
2887
Bard Associates
Illinois
$1.4K +$1.3K +15 New
UFF
2888
USA Financial Formulas
Michigan
$932 +$868 +10 New
FDW
2889
Fourth Dimension Wealth
Ohio
$746 +$695 +8 New
OCM
2890
Osbon Capital Management
Massachusetts
$746 +$695 +8 New
SVWA
2891
Sarver Vrooman Wealth Advisors
Missouri
$466
P
2892
Palladiem
Pennsylvania
$466 +$434 +5 New
CIAM
2893
Caitong International Asset Management
Hong Kong
$280
WCM
2894
Westend Capital Management
California
$215
AS
2895
Altshuler Shaham
Israel
-$144M -1,723,180 Closed
FGP
2896
Freestone Grove Partners
California
-$45M -536,612 Closed
ECM
2897
ExodusPoint Capital Management
New York
-$31.7M -378,072 Closed
NCM
2898
Nearwater Capital Markets
Ireland
-$30.2M -360,000 Closed
AIM
2899
Achmea Investment Management
Netherlands
-$23.8M -283,582 Closed
EF
2900
Empowered Funds
Pennsylvania
-$23.6M -281,156 Closed