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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
FT
751
Fiduciary Trust
Massachusetts
$4.29M -$37.9K -436 -0.9%
CCMT
752
CMT Capital Markets Trading
Germany
$4.29M -$1.19M -13,650 -23%
UHC
753
Union Heritage Capital
Michigan
$4.28M
BEI
754
Benjamin Edwards Inc
Missouri
$4.27M +$319K +3,680 +9%
TCA
755
Transcend Capital Advisors
New Jersey
$4.23M -$142K -1,632 -3%
AFG
756
Atomi Financial Group
New York
$4.22M +$321K +3,701 +9%
KCIC
757
Kuhn & Co Investment Counsel
Illinois
$4.19M +$3.9M +44,942 New
WF
758
Welch & Forbes
Massachusetts
$4.17M +$27.8K +320 +0.7%
PCIA
759
Prime Capital Investment Advisors
Kansas
$4.17M +$114K +1,310 +3%
SJL
760
Shayne & Jacobs LLC
Tennessee
$4.17M -$197K -2,264 -5%
SAM
761
Smartleaf Asset Management
Massachusetts
$4.16M +$523K +6,025 +16%
BP
762
Ballentine Partners
Massachusetts
$4.15M +$74.1K +854 +2%
TCM
763
Triumph Capital Management
Colorado
$4.14M +$3.2M +36,906 +495%
SWP
764
Sagespring Wealth Partners
Tennessee
$4.13M +$648K +7,463 +20%
SSWM
765
Smith Salley Wealth Management
North Carolina
$4.13M +$33.3K +384 +0.9%
WPC
766
White Pine Capital
Minnesota
$4.1M +$175K +2,021 +5%
GIC
767
Generali Investments CEE
Czech Republic
$4.1M +$260K +3,000 +7%
AF
768
Ally Financial
Michigan
$4.1M +$955K +11,000 +33%
MA
769
Montag & Associates
Georgia
$4.1M -$1.75M -20,163 -31%
TCPW
770
Twin City Private Wealth
North Carolina
$4.09M +$20.7K +238 +0.5%
OC
771
Oarsman Capital
Wisconsin
$4.07M +$266K +3,064 +8%
Nomura Holdings
772
Nomura Holdings
Japan
$4.07M -$8.01M -92,298 -68%
BCCM
773
Black Cypress Capital Management
Florida
$4.05M -$3.67M -42,239 -49%
QI
774
Qtron Investments
Massachusetts
$4.05M -$336K -3,872 -8%
KWM
775
Keebeck Wealth Management
Illinois
$4.03M +$3.25M +37,485 +656%