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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
HHRDM
2976
H&H Retirement Design & Management
Nevada
-$207K -2,407 Closed
RW
2977
Rede Wealth
Virginia
-$200K -2,390 Closed
CFP
2978
Comprehensive Financial Planning
Pennsylvania
-$168K -2,000 Closed
OWP
2979
ORG Wealth Partners
Texas
-$167K -1,992 Closed
BDL
2980
Bey-Douglas LLC
Georgia
-$152K -1,810 Closed
TCM
2981
TruNorth Capital Management
Michigan
-$109K -1,300 Closed
FLP
2982
Financial Life Planners
Arizona
-$104K -1,246 Closed
SP
2983
Saranac Partners
-$101K -1,200 Closed
KFP
2984
Keener Financial Planning
Texas
-$83K -1,000 Closed
AT
2985
Arlington Trust
Alabama
-$75.6K -902 Closed
CWM
2986
Crowley Wealth Management
Delaware
-$75K -895 Closed
TIM
2987
Tortoise Investment Management
New York
-$63.8K -761 Closed
PFA
2988
Pathway Financial Advisers
Indiana
-$48.4K -578 Closed
SC
2989
Stance Capital
Massachusetts
-$45.8K -546 Closed
FLFS
2990
Family Legacy Financial Solutions
North Carolina
-$41.9K -500 Closed
CCM
2991
Cloud Capital Management
Washington
-$37K -448 Closed
MSG
2992
Main Street Group
Virginia
-$36.7K -438 Closed
ABWM
2993
Alpine Bank Wealth Management
Colorado
-$33.9K -405 Closed
GFWA
2994
Grey Fox Wealth Advisors
Delaware
-$30.5K -364 Closed
ICCON
2995
Investment Counsel Company of Nevada
Nevada
-$16.8K -200 Closed
TCA
2996
Trifecta Capital Advisors
Illinois
-$12.7K -152 Closed
HFS
2997
Hopwood Financial Services
Virginia
-$8.38K -100 Closed
FGAM
2998
Financial Gravity Asset Management
Texas
-$6.12K -73 Closed
GWSA
2999
Global Wealth Strategies & Associates
Colorado
-$5.53K -66 Closed
SFCL
3000
Strengthening Families & Communities LLC
Massachusetts
-$5.21K -62 Closed