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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
EPW
3001
Evergreen Private Wealth
Colorado
-$4.61K -55 Closed
SWP
3002
SIMA Wealth Partners
Virginia
-$4.28K -51 Closed
BMC
3003
Bear Mountain Capital
Washington
-$1.02K -12 Closed
ORAM
3004
One River Asset Management
Connecticut
-$1.04K -12 Closed
CWM
3005
Copia Wealth Management
Oregon
-$503 -6 Closed