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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
RIL
951
Rothschild Investment LLC
Illinois
$2.59M +$29.2K +336 +1%
PWAM
952
Private Wealth Asset Management
Iowa
$2.58M -$23.5K -271 -1%
FIA
953
Foundations Investment Advisors
Arizona
$2.58M -$595K -6,851 -20%
IWM
954
Iams Wealth Management
Nebraska
$2.57M -$257K -2,956 -10%
PBK
955
Peoples Bank (Kansas)
Kansas
$2.56M -$100K -1,155 -4%
BWM
956
Bluebird Wealth Management
Massachusetts
$2.56M +$2.39M +27,484 New
WTC
957
WhitTier Trust Company
Nevada
$2.55M -$9.03K -104 -0.4%
TFA
958
Trinity Financial Advisors
Ohio
$2.54M +$1.39K +16 +0.1%
MG
959
Mather Group
Illinois
$2.53M +$206K +2,369 +10%
HDA
960
Harold Davidson & Associates
California
$2.52M +$17.2K +198 +0.7%
MYAM
961
Meiji Yasuda Asset Management
Japan
$2.51M -$3.66M -42,140 -61%
RWM
962
Riverchase Wealth Management
Texas
$2.5M -$238K -2,742 -9%
EWA
963
EverSource Wealth Advisors
Alabama
$2.5M +$365K +4,199 +19%
PBT
964
Pictet Bank & Trust
Bahamas
$2.49M +$73.5K +847 +3%
MAMA
965
Myriad Asset Management Advisors
Florida
$2.49M +$2.32M +26,749 New
PAM
966
Peak Asset Management
Colorado
$2.49M -$67.1K -773 -3%
JRPIM
967
Journey Retirement Planning & Investment Management
Idaho
$2.47M +$2.3M +26,512 New
PGAM
968
Princeton Global Asset Management
New Jersey
$2.45M +$50.2K +578 +2%
KWA
969
Kingswood Wealth Advisors
California
$2.45M +$826K +9,511 +57%
EHC
970
Everett Harris & Co
California
$2.44M +$16.1K +185 +0.7%
LI
971
LRI Investments
Florida
$2.43M -$17K -196 -0.7%
APW
972
Aventura Private Wealth
Florida
$2.42M +$18.9K +218 +0.8%
CTC (Chicago Trading Company)
973
CTC (Chicago Trading Company)
Illinois
$2.42M -$998K -11,499 -31%
COI
974
Connable Office Inc
Michigan
$2.42M -$3.39K -39 -0.2%
OWA
975
One Wealth Advisors
California
$2.41M -$498K -5,731 -18%