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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
TAMH
726
Taikang Asset Management (HK)
Hong Kong
$4.65M +$762K +8,774 +21%
CA
727
Cullinan Associates
Kentucky
$4.63M +$300K +3,450 +7%
CCA
728
Checchi Capital Advisers
California
$4.63M -$127K -1,462 -3%
PBC
729
Pavion Blue Capital
California
$4.59M -$5.04K -58 -0.1%
BCM
730
Brookstone Capital Management
Illinois
$4.58M +$223K +2,564 +6%
SP
731
SWS Partners
Ohio
$4.56M +$332K +3,829 +8%
BS
732
Banco Santander
Spain
$4.55M -$3.34M -38,498 -44%
AWM
733
Angeles Wealth Management
California
$4.53M +$255K +2,940 +6%
HTC
734
Haverford Trust Company
Pennsylvania
$4.52M +$57.5K +662 +1%
SCM
735
SOL Capital Management
Maryland
$4.52M -$60.8K -700 -1%
SG
736
Somerset Group
Minnesota
$4.48M
FM
737
Family Management
New York
$4.48M +$3.61M +41,548 +641%
IWC
738
Integrated Wealth Concepts
Massachusetts
$4.47M -$4.97M -57,225 -54%
NL
739
NVWM LLC
Pennsylvania
$4.46M -$95.8K -1,103 -2%
LWP
740
LMG Wealth Partners
Louisiana
$4.44M +$12.4K +143 +0.3%
GIA
741
Gladstone Institutional Advisory
Florida
$4.41M +$233K +2,685 +6%
TPI
742
Trust Point Inc
Wisconsin
$4.41M -$19.8K -228 -0.5%
RFC
743
Regions Financial Corp
Alabama
$4.39M -$128K -1,469 -3%
FFN
744
Focus Financial Network
Minnesota
$4.38M -$425K -4,901 -9%
VFA
745
Voya Financial Advisors
Connecticut
$4.38M -$31.9K -367 -0.8%
AG
746
Ascent Group
Virginia
$4.37M -$64.4K -742 -2%
GS
747
GTS Securities
New York
$4.36M +$2.55M +29,407 +169%
MGIA
748
Moneta Group Investment Advisors
Missouri
$4.35M +$16.4K +189 +0.4%
LRWA
749
Long Run Wealth Advisors
New York
$4.33M +$33.3K +383 +0.8%
BCM
750
Brookmont Capital Management
Texas
$4.32M -$19.9K -229 -0.5%