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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
TFS
876
Thoroughbred Financial Services
Tennessee
$2.99M +$47.9K +552 +2%
AA
877
AF Advisors
California
$2.99M
SWM
878
Shrier Wealth Management
California
$2.98M +$2.77M +31,955 New
CTC
879
Central Trust Company
Missouri
$2.98M -$512K -5,899 -16%
JSL
880
JT Stratford LLC
Georgia
$2.97M +$263K +3,033 +11%
HI
881
Harbour Investments
Wisconsin
$2.97M +$143K +1,642 +5%
AFW
882
Avantra Family Wealth
Pennsylvania
$2.96M +$16.3K +188 +0.6%
RWM
883
Revisor Wealth Management
Ohio
$2.95M +$1.36M +15,683 +93%
SLFPAM
884
St. Louis Financial Planners Asset Management
Missouri
$2.94M -$149K -1,722 -5%
NW
885
Naviter Wealth
Arkansas
$2.94M -$539K -6,205 -16%
AIC
886
Argus Investors Counsel
New York
$2.93M +$7.73K +89 +0.3%
DS
887
DRW Securities
Illinois
$2.92M -$9.05M -104,216 -77%
ACL
888
Applied Capital LLC
Florida
$2.91M
CHAM
889
Clear Harbor Asset Management
Connecticut
$2.9M
WGAM
890
Wilkinson Global Asset Management
New York
$2.9M +$65.1K +750 +2%
ICM
891
Islay Capital Management
Texas
$2.9M -$41.9K -483 -2%
ETC
892
Exchange Traded Concepts
Oklahoma
$2.89M -$12.7M -146,338 -83%
JIC
893
Johnson Investment Counsel
Ohio
$2.89M -$34.7K -400 -1%
PDL
894
Portfolio Design Labs
California
$2.88M +$25K +288 +0.9%
AAM
895
Auxier Asset Management
Oregon
$2.85M -$86.8K -1,000 -3%
WP
896
Westmount Partners
California
$2.85M -$695 -8 -0%
GIP
897
Granite Investment Partners
California
$2.85M
CIC
898
Carnegie Investment Counsel
Ohio
$2.85M +$547K +6,299 +26%
PP
899
Pacifica Partners
Canada
$2.84M -$20.8K -240 -0.8%
SSA
900
Shepherd Street Advisors
California
$2.83M +$2.64M +30,397 New