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Wells Fargo

2,896 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 401 funds opening new positions, 1,108 increasing their positions, 993 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 401 | 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: 2,6562,896 (+240)

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
2,896
Holders Change
+240
Holders Change %
+9.04%
% of All Funds
35.22%
Holding in Top 10
92
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.05%
% of All Funds
1.12%
New
401
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
AAB
651
ABN AMRO Bank
Netherlands
$5.67M +$259K +2,978 +5%
HIM
652
Hillsdale Investment Management
Ontario, Canada
$5.64M +$2.32M +26,680 +79%
ECM
653
Evergreen Capital Management
Washington
$5.63M +$2.29M +26,394 +78%
BW
654
Balance Wealth
Ohio
$5.6M -$11.5K -132 -0.2%
PCTC
655
Perkins Coie Trust Company
Washington
$5.59M +$190K +2,190 +4%
MTIM
656
Marathon Trading Investment Management
Pennsylvania
$5.56M -$2.15M -24,800 -29%
CAM
657
Chou Associates Management
Ontario, Canada
$5.55M
FFM
658
Forum Financial Management
Illinois
$5.54M -$87 -1 -0%
CAG
659
Crestwood Advisors Group
Massachusetts
$5.53M -$423K -4,869 -8%
JIC
660
Joel Isaacson & Co
New York
$5.52M +$162K +1,861 +3%
CP
661
Clayton Partners
California
$5.51M -$68.2K -786 -1%
GWMR
662
GC Wealth Management RIA
Massachusetts
$5.48M -$1.83M -21,082 -26%
IA
663
IFP Advisors
Florida
$5.47M +$310K +3,568 +6%
Fayez Sarofim & Co
664
Fayez Sarofim & Co
Texas
$5.45M -$64.4K -742 -1%
MCM
665
Maltese Capital Management
New York
$5.45M -$1.65M -19,000 -25%
JF
666
Jump Financial
Illinois
$5.41M +$1.19M +13,755 +31%
VF
667
Vest Financial
Virginia
$5.4M +$954K +10,987 +23%
GP
668
Guardian Partners
Canada
$5.39M -$13K -150 -0.3%
PPW
669
Parcion Private Wealth
Washington
$5.38M +$34.3K +395 +0.7%
SPC
670
Sigma Planning Corp
Michigan
$5.37M +$67.3K +775 +1%
DWP
671
Daymark Wealth Partners
Ohio
$5.37M -$345K -3,970 -6%
Jacobs Levy Equity Management
672
Jacobs Levy Equity Management
New Jersey
$5.36M -$2.18M -25,110 -30%
RVM
673
Robinson Value Management
Texas
$5.35M -$459K -5,292 -8%
PGFC
674
Peapack-Gladstone Financial Corp
New Jersey
$5.34M -$17.4K -201 -0.3%
VFA
675
Valeo Financial Advisors
Indiana
$5.34M +$220K +2,536 +5%