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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
FWA
976
FOCUS Wealth Advisors
Texas
$2.4M +$22.1K +254 +1%
YIA
977
YHB Investment Advisors
Connecticut
$2.4M
MIM
978
Morningstar Investment Management
Illinois
$2.39M -$5.67M -65,281 -72%
NPT
979
National Philanthropic Trust
Pennsylvania
$2.38M +$9.55K +110 +0.4%
CA
980
CWC Advisors
Oregon
$2.37M -$10.3K -119 -0.5%
RMC
981
Resources Management Corp
Connecticut
$2.36M +$40.1K +462 +2%
SAM
982
Silvercrest Asset Management
New York
$2.36M -$55.2K -636 -2%
JSW
983
Journey Strategic Wealth
New Jersey
$2.34M +$16.3K +188 +0.8%
AM
984
AGF Management
Ontario, Canada
$2.34M -$12.3K -142 -0.6%
GVAG
985
Great Valley Advisor Group
Delaware
$2.32M +$119K +1,368 +6%
EFG
986
Everhart Financial Group
Ohio
$2.32M +$244K +2,815 +13%
WIS
987
Wright Investors Service
Connecticut
$2.31M -$6.25K -72 -0.3%
CWM
988
Chemistry Wealth Management
New York
$2.31M -$18.1K -209 -0.8%
LWANC
989
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.3M -$14.2K -164 -0.7%
AWM
990
Aviso Wealth Management
Washington
$2.29M +$17.6K +203 +0.8%
GC
991
Gilbert & Cook
Iowa
$2.29M +$238K +2,741 +13%
HCM
992
Howard Capital Management
Georgia
$2.29M +$11.3K +130 +0.5%
FSA
993
Fort Sheridan Advisors
Illinois
$2.28M +$13K +150 +0.6%
FAMI
994
Fideuram Asset Management (Ireland)
$2.27M +$2.57M +29,645 New
FAT
995
First American Trust
California
$2.27M -$263K -3,034 -11%
DAS
996
Diversify Advisory Services
Utah
$2.27M -$26.6K -306 -1%
JWM
997
Jeppson Wealth Management
California
$2.26M -$45.1K -520 -2%
VFG
998
Victory Financial Group
Texas
$2.26M +$1.46M +16,822 +226%
IA
999
Insight Advisors
Pennsylvania
$2.26M +$12.8K +148 +0.6%
MIC
1000
Meridian Investment Counsel
California
$2.25M -$10.4K -120 -0.5%