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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
SCA
851
Snowden Capital Advisors
New York
$3.21M +$77.5K +893 +3%
HCP
852
Holt Capital Partners
Texas
$3.21M +$3.91K +45 +0.1%
SCI
853
Stableford Capital II
Arizona
$3.21M -$188K -2,162 -6%
GIA
854
GHP Investment Advisors
Colorado
$3.2M +$37.4K +431 +1%
IIM
855
Intact Investment Management
Quebec, Canada
$3.18M -$1.84M -21,200 -38%
CAM
856
Cidel Asset Management
Ontario, Canada
$3.17M -$111K -1,277 -4%
PA
857
Profund Advisors
Maryland
$3.17M -$841K -9,685 -22%
CPIG
858
Chicago Partners Investment Group
Illinois
$3.17M +$96.4K +1,110 +3%
TWM
859
Tradition Wealth Management
Minnesota
$3.16M +$11K +127 +0.4%
SVWAG
860
Sound View Wealth Advisors Group
Georgia
$3.15M +$136K +1,570 +5%
NB
861
NBT Bank
New York
$3.15M -$61.8K -712 -2%
GM
862
GeoWealth Management
Illinois
$3.15M +$43.4K +500 +2%
NAAA
863
New Age Alpha Advisors
New York
$3.14M -$684K -7,877 -19%
Fisher Asset Management
864
Fisher Asset Management
Washington
$3.13M +$1.05M +12,065 +56%
Kayne Anderson Rudnick Investment Management
865
Kayne Anderson Rudnick Investment Management
California
$3.13M +$809K +9,321 +38%
SC
866
Syon Capital
California
$3.11M +$117K +1,351 +4%
BSI
867
Bennett Selby Investments
Maine
$3.09M +$434 +5 +0%
MWM
868
Massachusetts Wealth Management
Massachusetts
$3.08M +$28.9K +333 +1%
HFO
869
Heritage Family Offices
Arizona
$3.06M +$1.72M +19,869 +154%
LAM
870
Lummis Asset Management
Texas
$3.04M -$66.6K -767 -2%
AWA
871
Arete Wealth Advisors
Illinois
$3.03M +$266K +3,067 +10%
MAWCM
872
Mine & Arao Wealth Creation & Management
California
$3.02M +$10.6K +122 +0.4%
AG
873
Advocate Group
Minnesota
$3.02M
NCM
874
Northside Capital Management
Oregon
$3.01M
SCM
875
Shelton Capital Management
Colorado
$3M -$2.24M -25,749 -44%