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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
AIA
2951
Arbor Investment Advisors
North Carolina
-$462K -5,507 Closed
HIIFS
2952
Harel Insurance Investments & Financial Services
Israel
-$443K -5,300 Closed
CAS
2953
CTC Alternative Strategies
Illinois
-$419K -5,000 Closed
PVI
2954
Pine Valley Investments
New Jersey
-$409K -4,879 Closed
QT
2955
Quantbot Technologies
New York
-$391K -4,668 Closed
CM
2956
Capula Management
Cayman Islands
-$348K -4,014 Closed
BWCS
2957
Beirne Wealth Consulting Services
Connecticut
-$321K -3,825 Closed
SWIG
2958
Strategic Wealth Investment Group
Kentucky
-$317K -3,783 Closed
GCP
2959
GSA Capital Partners
United Kingdom
-$306K -3,649 Closed
SFS
2960
Strategic Financial Services
New York
-$287K -3,419 Closed
LI
2961
LifeWealth Investments
Florida
-$286K -3,415 Closed
YWM
2962
Yukon Wealth Management
Kansas
-$276K -3,287 Closed
AWA
2963
Acorn Wealth Advisors
Michigan
-$275K -3,284 Closed
SC
2964
SummitTX Capital
Texas
-$275K -3,275 Closed
RIM
2965
Redwood Investment Management
Arizona
-$264K -3,145 Closed
JWM
2966
JPL Wealth Management
Colorado
-$251K -2,989 Closed
GFG
2967
Goldstone Financial Group
Illinois
-$249K -2,973 Closed
CCM
2968
Cinctive Capital Management
New York
-$247K -2,950 Closed
HL
2969
HeadInvest LLC
Maine
-$228K -2,721 Closed
CIR
2970
Clear Investment Research
Georgia
-$226K -2,701 Closed
TGIA
2971
Torrey Growth & Income Advisors
California
-$226K -2,700 Closed
CFG
2972
Carter Financial Group
Illinois
-$214K -2,547 Closed
SWM
2973
Seed Wealth Management
Illinois
-$205K -2,443 Closed
EFL
2974
ERn Financial LLC
Wisconsin
-$205K -2,441 Closed
LJHT
2975
Laurie J. Hall Trustee
-$202K -2,412 Closed