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Wells Fargo

2,895 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, 993 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: 993

9% more funds holding

Funds holding: 2,6562,895 (+239)

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
2,895
Holders Change
+239
Holders Change %
+9%
% of All Funds
35.21%
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
993
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
CCM
451
Channing Capital Management
Illinois
$13.4M -$29.7K -342 -0.2%
PAS
452
Park Avenue Securities
New York
$13.3M -$808K -9,302 -6%
HI
453
Hoey Investments
Pennsylvania
$13.3M -$104K -1,201 -0.8%
LA
454
LBP AM
France
$13.2M +$10.1M +116,862 +471%
WAM
455
Weiss Asset Management
Massachusetts
$13.2M +$1.54M +17,793 +14%
SBFM
456
S-Bank Fund Management
Finland
$13.2M -$26.6K -306 -0.2%
HWM
457
HB Wealth Management
Georgia
$13.2M +$438K +5,042 +4%
GH
458
GAM Holding
Switzerland
$13.1M +$1.67M +19,249 +16%
GT
459
Glenmede Trust
Pennsylvania
$13.1M +$12.2M +140,307 New
FNBT
460
FineMark National Bank & Trust
Florida
$13.1M +$540K +6,223 +5%
PCM
461
Poehling Capital Management
Wisconsin
$12.9M -$67K -772 -0.6%
FFA
462
Farther Finance Advisors
California
$12.9M +$1.58M +18,213 +15%
RRAM
463
River Road Asset Management
Kentucky
$12.9M -$400K -4,603 -3%
ELC
464
Edgar Lomax Company
Virginia
$12.8M -$277K -3,190 -2%
VW
465
Veridan Wealth
Oregon
$12.8M
DWT
466
Dorsey & Whitney Trust
South Dakota
$12.7M -$79.6K -917 -0.7%
TW
467
Trajan Wealth
Arizona
$12.7M +$1.5M +17,292 +15%
TI
468
Tidal Investments
Wisconsin
$12.6M +$1M +11,543 +9%
LPT
469
Legacy Private Trust
Wisconsin
$12.6M +$488K +5,617 +4%
VA
470
Vident Advisory
Georgia
$12.6M +$2.8M +32,266 +31%
KPWS
471
Kestra Private Wealth Services
Texas
$12.5M +$229K +2,635 +2%
HI
472
Horizon Investments
North Carolina
$12.4M +$367K +4,224 +3%
Envestnet Portfolio Solutions
473
Envestnet Portfolio Solutions
Illinois
$12.4M +$566K +6,515 +5%
NEAM
474
New England Asset Management
Connecticut
$12.2M
CRC
475
Curi RMB Capital
Illinois
$12.2M +$887K +10,213 +8%