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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
PFM
1001
Potomac Fund Management
Florida
$2.25M -$244K -2,805 -10%
CWA
1002
Crux Wealth Advisors
California
$2.25M +$2.6K +30 +0.1%
WG
1003
Welch Group
Alabama
$2.24M +$51.3K +591 +3%
GFP
1004
Gryphon Financial Partners
Ohio
$2.23M +$266K +3,064 +15%
PB
1005
Pinnacle Bancorp
Nebraska
$2.22M +$7.64K +88 +0.4%
CC
1006
Cadinha & Co
Hawaii
$2.22M -$33.2K -382 -2%
CWMK
1007
Caliber Wealth Management (Kansas)
Kansas
$2.21M +$2.06M +23,741 New
WTB
1008
Washington Trust Bank
Washington
$2.2M +$353K +4,067 +21%
NS
1009
NBC Securities
Alabama
$2.2M -$38.5K -443 -2%
LI
1010
Louisbourg Investments
New Brunswick, Canada
$2.19M +$177K +2,039 +7%
CI
1011
Conning Inc
Connecticut
$2.18M -$232K -2,667 -10%
MK
1012
MASTERINVEST Kapitalanlage
$2.18M -$51.7K -595 -3%
HSA
1013
HBK Sorce Advisory
Pennsylvania
$2.17M +$15.2K +175 +0.8%
VIM
1014
Vista Investment Management
Pennsylvania
$2.17M -$15K -173 -0.7%
LIM
1015
Leavell Investment Management
Alabama
$2.17M -$56.6K -652 -3%
JIP
1016
Jaffetilchin Investment Partners
Florida
$2.17M +$22.4K +258 +1%
SMA
1017
Sage Mountain Advisors
Georgia
$2.16M -$131K -1,508 -6%
CNBTD
1018
Citizens National Bank Trust Department
Mississippi
$2.15M
FRM
1019
Fox Run Management
Connecticut
$2.15M +$1.76M +20,297 +729%
PFA
1020
Pure Financial Advisors
California
$2.15M +$84.8K +977 +4%
IAIM
1021
International Assets Investment Management
Florida
$2.14M +$68.5M +788,959 +5,435%
PTC
1022
Private Trust Company
Ohio
$2.14M -$94.1K -1,084 -5%
BB
1023
Busey Bank
Illinois
$2.13M +$320K +3,688 +19%
LFA
1024
Legacy Financial Advisors
Kentucky
$2.13M -$424K -4,885 -18%
MBWA
1025
Marin Bay Wealth Advisors
California
$2.12M +$1.98M +22,794 New