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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
TAM
2926
Tealwood Asset Management
Minnesota
-$1.61M -19,185 Closed
KIM
2927
Kestra Investment Management
Texas
-$1.4M -16,705 Closed
PCM
2928
Prelude Capital Management
New York
-$1.3M -15,498 Closed
Blackstone Inc
2929
Blackstone Inc
New York
-$1.29M -15,403 Closed
MMHP
2930
Murphy Middleton Hinkle & Parker
Georgia
-$1.29M -15,355 Closed
PCP
2931
Perbak Capital Partners
United Kingdom
-$1.26M -15,015 Closed
KIA
2932
Knollwood Investment Advisory
Maryland
-$1.21M -14,449 Closed
O
2933
Ossiam
France
-$1.21M -14,394 Closed
VPP
2934
Vertex Planning Partners
Illinois
-$1.19M -14,178 Closed
NWAG
2935
Net Worth Advisory Group
Utah
-$1.17M -13,919 Closed
HWAM
2936
Hennion & Walsh Asset Management
New Jersey
-$1.15M -13,750 Closed
MP
2937
Mangrove Partners
Connecticut
-$905K -10,794 Closed
DC
2938
Diametric Capital
Massachusetts
-$866K -10,330 Closed
RCA
2939
Roberts Capital Advisors
Colorado
-$705K -8,405 Closed
ONGA
2940
O'Neil Global Advisors
California
-$695K -8,292 Closed
IF
2941
Integrity Financial
Wyoming
-$678K -8,083 Closed
FC
2942
FORA Capital
Florida
-$654K -7,800 Closed
HI
2943
Humankind Investments
New York
-$629K -7,509 Closed
BAS
2944
Brueske Advisory Services
Washington
-$623K -7,433 Closed
ST
2945
Sageworth Trust
Pennsylvania
-$613K -7,312 Closed
TC
2946
TwinBeech Capital
New York
-$547K -6,526 Closed
RCM
2947
Requisite Capital Management
Texas
-$536K -6,400 Closed
HKIM
2948
Hayek Kallen Investment Management
Alabama
-$533K -6,360 Closed
SFP
2949
SwitchPoint Financial Planning
Utah
-$526K -6,281 Closed
LOAMU
2950
Lombard Odier Asset Management (USA)
New York
-$474K -5,659 Closed