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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
EWM
901
Empirical Wealth Management
Washington
$2.82M -$406K -4,682 -13%
CI
902
Cigna Investments
Connecticut
$2.82M -$107K -1,227 -4%
RWP
903
RWA Wealth Partners
Massachusetts
$2.82M +$292K +3,359 +12%
DWM
904
Diversify Wealth Management
Utah
$2.81M +$104K +1,195 +4%
CI Investments Inc
905
CI Investments Inc
Ontario, Canada
$2.81M -$8.05M -92,696 -75%
LFAS
906
Level Four Advisory Services
Texas
$2.81M +$413K +4,753 +19%
CC
907
Chicago Capital
Illinois
$2.81M +$899K +10,358 +52%
IFG
908
Independent Financial Group
California
$2.81M -$6.16K -71 -0.2%
MA
909
Mutual Advisors
Nebraska
$2.81M +$30.8K +355 +1%
AWA
910
Acumen Wealth Advisors
Tennessee
$2.79M +$2.6M +29,951 New
FCBT
911
First Citizens Bank & Trust
North Carolina
$2.79M +$58.8K +677 +2%
VVP
912
Venture Visionary Partners
Ohio
$2.78M -$191K -2,203 -7%
MMPW
913
Mitchell McLeod Pugh & Williams
Alabama
$2.78M +$754K +8,681 +42%
AA
914
Argent Advisors
Louisiana
$2.77M -$8.86K -102 -0.3%
SWM
915
Shelton Wealth Management
Texas
$2.77M +$1.74K +20 +0.1%
SCTC
916
Sanibel Captiva Trust Company
Florida
$2.76M +$457K +5,259 +22%
NRS
917
Neville Rodie & Shaw
New York
$2.76M
FAL
918
Focused Alpha LLC
Colorado
$2.76M +$2.57M +29,595 New
XWM
919
Xcel Wealth Management
Florida
$2.75M -$28.3K -326 -1%
WP
920
WealthShield Partners
North Carolina
$2.75M +$1.72M +19,819 +204%
APC
921
Aspire Private Capital
North Carolina
$2.75M -$79.1K -911 -3%
B
922
Bailard
California
$2.75M -$127K -1,461 -5%
GAG
923
GM Advisory Group
New York
$2.74M -$130K -1,498 -5%
BRWA
924
B. Riley Wealth Advisors
Florida
$2.74M -$93K -1,071 -4%
DAS
925
Dynamic Advisor Solutions
Arizona
$2.72M -$66.2K -763 -3%