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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
RCAG
776
Rehmann Capital Advisory Group
Michigan
$4.02M +$216K +2,485 +6%
RSWM
777
Robertson Stephens Wealth Management
California
$4.01M +$20.5K +236 +0.6%
FPWM
778
FSB Premier Wealth Management
Iowa
$4M +$215K +2,482 +6%
SCA
779
Stonebridge Capital Advisors
Minnesota
$4M -$483K -5,564 -11%
FI
780
Firetrail Investments
Australia
$3.97M -$1.34M -15,382 -27%
PA
781
Parallel Advisors
California
$3.96M +$15.8K +182 +0.4%
CIC
782
Cornercap Investment Counsel
Georgia
$3.95M -$50.4K -580 -1%
Group One Trading
783
Group One Trading
Illinois
$3.94M +$182K +2,096 +5%
4WM
784
44 Wealth Management
Oregon
$3.9M -$280K -3,226 -7%
ACM
785
Argyle Capital Management
Pennsylvania
$3.9M -$1.56K -18 -0%
PCA
786
Pallas Capital Advisors
Massachusetts
$3.88M +$29.9K +344 +0.8%
FG
787
Foster Group
Iowa
$3.87M +$23.6K +272 +0.7%
KIA
788
KCM Investment Advisors
California
$3.87M +$26.3K +303 +0.7%
M1FG
789
Mach-1 Financial Group
Arkansas
$3.86M +$3.59M +41,407 New
AAP
790
Arax Advisory Partners
Colorado
$3.85M -$4.02M -46,294 -53%
JFGIW
791
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.85M -$90K -1,037 -2%
MYLI
792
Meiji Yasuda Life Insurance
Japan
$3.83M -$459K -5,286 -11%
MMA
793
Miracle Mile Advisors
California
$3.83M +$220K +2,539 +7%
TBA
794
Tower Bridge Advisors
Pennsylvania
$3.81M -$152K -1,750 -4%
AWA
795
Aaron Wealth Advisors
Illinois
$3.81M +$644K +7,418 +22%
SICM
796
Sustainable Insight Capital Management
New York
$3.81M -$955K -11,000 -21%
ACI
797
Alpha Cubed Investments
California
$3.8M -$17.7K -204 -0.5%
RA
798
RFG Advisory
Alabama
$3.8M +$34.6K +398 +1%
CIA
799
Capital Investment Advisors
Georgia
$3.78M +$134K +1,547 +4%
SDWIA
800
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.78M -$38.6K -445 -1%