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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
EI
626
Ethic Inc
New York
$6.29M +$199K +2,297 +4%
Kovitz Investment Group Partners
627
Kovitz Investment Group Partners
Illinois
$6.28M -$16.9M -194,219 -74%
OCM
628
Olstein Capital Management
New York
$6.24M -$521K -6,000 -8%
SPG
629
Strategic Planning Group
Utah
$6.23M +$424K +4,884 +8%
CA
630
Continental Advisors
Utah
$6.16M -$1.48M -17,000 -20%
REST
631
Retail Employees Superannuation Trust
$6.15M +$5.72M +65,939 New
VCA
632
Verdence Capital Advisors
Maryland
$6.11M -$303K -3,491 -5%
SAM
633
Synergy Asset Management
Washington
$6.1M -$5.43M -62,591 -49%
LFM
634
LGT Fund Management
Liechtenstein
$6.06M +$839K +9,667 +18%
VI
635
Vestcor Inc
New Brunswick, Canada
$5.99M
BFS
636
Bradley Foster & Sargent
Connecticut
$5.98M -$26.9K -310 -0.5%
TE
637
Tema ETFs
New York
$5.9M -$16.3K -188 -0.3%
GI
638
GAMMA Investing
California
$5.88M +$500K +5,765 +10%
FTWA
639
Fifth Third Wealth Advisors
Ohio
$5.87M +$148K +1,709 +3%
BIG
640
Brooklyn Investment Group
New York
$5.85M +$2.69M +31,001 +100%
FNA
641
First National Advisers
Nebraska
$5.85M -$138K -1,592 -2%
TSWM
642
Triangle Securities Wealth Management
North Carolina
$5.83M +$2.8M +32,307 +96%
TC
643
TownSquare Capital
Utah
$5.81M -$1.71M -19,725 -24%
OFS
644
Oldfather Financial Services
Nebraska
$5.8M +$38K +438 +0.7%
OC
645
Oppenheimer & Co
New York
$5.78M +$600K +6,906 +13%
OBAM
646
ODDO BHF Asset Management
France
$5.73M +$674K +7,764 +14%
BP
647
BWM Planning
Texas
$5.72M +$3.99K +46 +0.1%
CFB
648
Cullen/Frost Bankers
Texas
$5.7M +$131K +1,508 +3%
CDDEC
649
Caisse Des Depots Et Consignations
France
$5.7M +$1.11M +12,755 +26%
AAM
650
Advisors Asset Management
Colorado
$5.67M +$350K +4,027 +7%