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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
CAS
926
Coppell Advisory Solutions
Texas
$2.72M +$26K +299 +1%
RF
927
Roxbury Financial
New Jersey
$2.71M -$16.2K -187 -0.6%
SSI
928
Scott & Selber Inc
Texas
$2.7M -$83.4K -961 -3%
RFM
929
Royal Fund Management
Florida
$2.68M +$2.43M +28,036 New
USCWA
930
U.S. Capital Wealth Advisors
Texas
$2.68M +$73.8K +850 +3%
AGWCA
931
Annis Gardner Whiting Capital Advisors
Florida
$2.68M +$32.2K +371 +1%
CC
932
Courier Capital
New York
$2.68M -$32.3K -372 -1%
SAI
933
Savvy Advisors Inc
New York
$2.67M +$794K +9,141 +47%
NAS
934
NWF Advisory Services
California
$2.67M -$673K -7,747 -21%
SACTSONJ
935
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.66M -$321K -3,700 -11%
WBC
936
West Branch Capital
Massachusetts
$2.65M +$128K +1,473 +5%
NEWAS
937
N.E.W. Advisory Services
Wisconsin
$2.65M +$13.4K +154 +0.5%
MAM
938
Mystic Asset Management
Rhode Island
$2.64M -$14.8K -170 -0.6%
LAM
939
LOM Asset Management
$2.64M +$278K +3,206 +13%
DW30
940
Drucker Wealth 3.0
New Jersey
$2.64M -$359K -4,132 -13%
PPWP
941
Premier Path Wealth Partners
New Jersey
$2.63M +$235K +2,708 +11%
ZIC
942
ZWJ Investment Counsel
Georgia
$2.63M -$227K -2,614 -8%
CAM
943
Carret Asset Management
New York
$2.63M -$66K -760 -3%
CPBTD
944
Central Pacific Bank - Trust Division
Hawaii
$2.63M -$84.6K -975 -3%
MPWT
945
MassMutual Private Wealth & Trust
Connecticut
$2.62M -$50.6K -583 -2%
CSP
946
Cary Street Partners
Virginia
$2.62M -$72.2K -832 -3%
BAAM
947
Baker Avenue Asset Management
California
$2.61M -$345K -3,972 -12%
SS
948
Sunbelt Securities
Texas
$2.61M +$89.2K +1,027 +4%
SCM
949
Stevens Capital Management
Pennsylvania
$2.6M +$1.28M +14,774 +113%
WKWM
950
Walter & Keenan Wealth Management
Indiana
$2.59M +$38.5K +444 +2%