We are live on ! Find out more
WFC icon

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
YC
826
Yarbrough Capital
Tennessee
$3.49M
HIP
827
Harrell Investment Partners
Texas
$3.49M +$3.25M +37,449 New
AMM
828
American Money Management
California
$3.47M +$27.9K +321 +0.9%
FRA
829
Frank Rimerman Advisors
California
$3.46M +$328K +3,774 +11%
MGWM
830
Marks Group Wealth Management
Minnesota
$3.46M +$273K +3,149 +9%
BTI
831
Blue Trust Inc
Georgia
$3.44M -$162K -1,861 -5%
SS
832
SBI Securities
Japan
$3.4M +$42.9K +494 +1%
MNBTD
833
Moody National Bank Trust Division
Texas
$3.4M -$1.38M -15,913 -30%
SCM
834
Silvant Capital Management
Georgia
$3.37M +$18.2K +210 +0.6%
FMI
835
F/M Investments
District of Columbia
$3.37M -$687K -7,917 -18%
PTCG
836
Pring Turner Capital Group
California
$3.36M -$56K -645 -2%
ACA
837
Aptus Capital Advisors
Alabama
$3.35M +$192K +2,217 +7%
KWS
838
Keystone Wealth Services
California
$3.35M +$87 +1 +0%
SCI
839
S&CO Inc
Massachusetts
$3.32M -$688K -7,929 -18%
TWA
840
Tulsa Wealth Advisors
Oklahoma
$3.32M +$3.09M +35,627 New
WSFS
841
Wilmington Savings Fund Society
Delaware
$3.32M -$74K -852 -2%
MIM
842
Marco Investment Management
Georgia
$3.3M -$17.4K -200 -0.6%
WB
843
WesBanco Bank
West Virginia
$3.3M -$82.6K -951 -3%
DT
844
Diversified Trust
Tennessee
$3.29M +$1.15M +13,196 +60%
NAS
845
Nicolet Advisory Services
Wisconsin
$3.28M -$20.3K -234 -0.7%
MAM
846
Marotta Asset Management
Virginia
$3.27M -$4.34K -50 -0.1%
FFO
847
Fiduciary Family Office
Florida
$3.26M -$55K -634 -2%
GSEP
848
Golden State Equity Partners
California
$3.26M +$18K +207 +0.6%
SIA
849
Soltis Investment Advisors
Utah
$3.22M +$428K +4,930 +17%
LS
850
Livforsakringsbolaget Skandia
Sweden
$3.22M -$182K -2,100 -6%