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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
SW
801
SteelPeak Wealth
California
$3.76M -$1.1M -12,623 -24%
CIA
802
Choate Investment Advisors
Massachusetts
$3.73M -$144K -1,658 -4%
GG
803
Greenwood Gearhart
Arkansas
$3.72M +$2.4M +27,700 +226%
AC
804
Avestar Capital
New York
$3.71M +$12.1K +139 +0.4%
GCM
805
Genus Capital Management
British Columbia, Canada
$3.71M +$2.65M +30,500 +328%
VAS
806
Vestmark Advisory Solutions
Massachusetts
$3.71M -$137K -1,574 -4%
I
807
InvesTrust
Oklahoma
$3.7M -$223K -2,574 -6%
ABTD
808
Arvest Bank Trust Division
Oklahoma
$3.68M +$3.09M +35,553 +897%
TAM
809
Trust Asset Management
Texas
$3.68M -$130K -1,492 -4%
LAM
810
L2 Asset Management
Massachusetts
$3.64M -$1.41M -16,270 -29%
DWM
811
Dynasty Wealth Management
Florida
$3.61M +$640K +7,376 +24%
AC
812
Apella Capital
Connecticut
$3.59M -$6.08K -70 -0.2%
GC
813
Grimes & Company
Massachusetts
$3.59M -$37.3K -430 -1%
JAM
814
Jupiter Asset Management
United Kingdom
$3.59M -$24.7M -284,289 -88%
EWM
815
Evercore Wealth Management
New York
$3.59M
CCP
816
Cunning Capital Partners
North Carolina
$3.58M
SLI
817
Sumitomo Life Insurance
Japan
$3.58M +$28.9K +333 +0.9%
UAS
818
United Asset Strategies
New York
$3.58M +$60.3K +695 +2%
CAAS
819
Capital Asset Advisory Services
Michigan
$3.54M -$306K -3,525 -9%
CICI
820
Capital Investment Counsel Inc
North Carolina
$3.54M -$12.7K -146 -0.4%
FSA
821
Franklin Street Advisors
North Carolina
$3.52M +$13.4K +154 +0.4%
GW
822
Griffith & Werner
Georgia
$3.52M +$41K +472 +1%
GCM
823
Glaxis Capital Management
Florida
$3.51M +$868K +10,000 +36%
AGC
824
Aspen Grove Capital
Colorado
$3.5M -$6.16K -71 -0.2%
CPC
825
Congress Park Capital
New York
$3.5M +$75.4K +868 +2%