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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
MDCM
601
Morgan Dempsey Capital Management
Wisconsin
$6.94M -$656K -7,551 -9%
CCM
602
Coldstream Capital Management
Washington
$6.93M +$488K +5,621 +8%
TS
603
Triglav Skladi
Slovenia
$6.9M -$347K -4,000 -5%
GT
604
Greenleaf Trust
Michigan
$6.84M +$177K +2,036 +3%
PFGIA
605
Patriot Financial Group Insurance Agency
Massachusetts
$6.82M +$401K +4,614 +7%
WCM
606
Weik Capital Management
Pennsylvania
$6.8M -$35.6K -410 -0.6%
DWA
607
Dorsey Wright & Associates
California
$6.79M -$1.93M -22,246 -23%
CAMG
608
CWA Asset Management Group
Florida
$6.71M +$426K +4,912 +7%
Walleye Trading
609
Walleye Trading
New York
$6.71M +$6.25M +71,952 New
FNFDCM
610
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.68M +$14.8K +171 +0.2%
RIM
611
Reliant Investment Management
Tennessee
$6.65M -$60.7K -699 -1%
Luther King Capital Management (LKCM)
612
Luther King Capital Management (LKCM)
Texas
$6.64M -$28.5K -328 -0.5%
MAS
613
Meeder Advisory Services
Ohio
$6.62M +$396K +4,567 +7%
FCP
614
Fidelis Capital Partners
Florida
$6.62M +$2.7M +31,080 +78%
RHIG
615
R.H. Investment Group
Arizona
$6.54M -$4.34K -50 -0.1%
SGA
616
Strategic Global Advisors
California
$6.53M -$142K -1,640 -2%
BG
617
Bahl & Gaynor
Ohio
$6.49M -$24.5K -282 -0.4%
GAM
618
Generali Asset Management
Italy
$6.46M +$6.02M +69,299 New
HWM
619
HighMark Wealth Management
Minnesota
$6.39M -$539K -6,208 -8%
BBWA
620
Bell & Brown Wealth Advisors
California
$6.36M -$1.97M -22,640 -25%
IWA
621
IBEX Wealth Advisors
New Jersey
$6.36M +$5.6M +64,481 +1,728%
S
622
SignatureFD
Georgia
$6.33M +$340K +3,919 +6%
AIP
623
Ameritas Investment Partners
Nebraska
$6.32M -$446K -5,133 -7%
WC
624
Waterloo Capital
Texas
$6.29M +$434K +4,996 +8%
ESBC
625
E.S. Barr & Co
Kentucky
$6.29M -$391K -4,500 -6%