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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
BFG
551
Bleakley Financial Group
New Jersey
$8.85M +$924K +10,642 +13%
FNBOO
552
First National Bank of Omaha
Nebraska
$8.82M +$1.66M +19,105 +25%
FDP
553
Financiere des Professionnels
Quebec, Canada
$8.8M +$4.94M +56,902 +152%
HCM
554
Hutchinson Capital Management
California
$8.8M -$30.1K -347 -0.4%
WAM
555
Winslow Asset Management
Ohio
$8.75M -$15.6K -180 -0.2%
CIG
556
Cullen Investment Group
Louisiana
$8.75M +$6.87M +79,109 +654%
BCV
557
Banque Cantonale Vaudoise
Switzerland
$8.74M +$2.05M +23,572 +34%
GRP
558
Global Retirement Partners
California
$8.74M +$1.27M +14,577 +18%
QCG
559
Quadrant Capital Group
Ohio
$8.7M +$120K +1,384 +2%
MFG
560
Monte Financial Group
Connecticut
$8.66M -$1.33M -15,281 -14%
MSA
561
MUFG Securities Americas
New York
$8.56M -$141K -1,629 -2%
HF
562
HRT Financial
New York
$8.52M +$2.34M +26,938 +42%
AF
563
Alerus Financial
North Dakota
$8.52M +$2.6K +30 +0%
CK
564
Cohen Klingenstein
New York
$8.47M
TFA
565
Transamerica Financial Advisors
Florida
$8.42M +$6.34M +72,976 +421%
RCM
566
RNC Capital Management
California
$8.4M -$37.1K -427 -0.5%
EOJOAM
567
E. Ohman J:or Asset Management
Sweden
$8.31M +$7.74M +89,194 New
GFA
568
Gifford Fong Associates
California
$8.21M
SI
569
Stephens Inc
Arkansas
$8.13M +$26.9K +310 +0.4%
Westfield Capital Management
570
Westfield Capital Management
Massachusetts
$8.1M -$107K -1,234 -1%
SCM
571
Sterling Capital Management
North Carolina
$8.09M +$2.41M +27,705 +47%
IAA
572
Independent Advisor Alliance
North Carolina
$8.08M +$242K +2,790 +3%
DAS
573
DMKC Advisory Services
Iowa
$8.06M +$426K +4,906 +6%
RWM
574
Ritholtz Wealth Management
New York
$8.05M +$262K +3,018 +4%
LNWTC
575
Laird Norton Wetherby Trust Company
Washington
$7.99M +$7.44M +85,755 New