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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
OCM
1026
One Capital Management
California
$2.12M -$66.6K -767 -3%
RPC
1027
Rossmore Private Capital
Connecticut
$2.12M
MCWS
1028
McKinley Carter Wealth Services
West Virginia
$2.1M +$76.9K +886 +4%
PWA
1029
Phoenix Wealth Advisors
North Carolina
$2.1M +$1.7M +19,581 +666%
NHC
1030
Nicholas Hoffman & Company
Georgia
$2.09M -$151K -1,743 -7%
AC
1031
AlphaCore Capital
California
$2.09M +$339K +3,910 +21%
SP
1032
Sherman Porfolios
Idaho
$2.09M +$1.94M +22,374 New
JG
1033
Jain Global
New York
$2.08M -$811K -9,343 -30%
FB
1034
Fulton Bank
Pennsylvania
$2.08M +$271K +3,117 +16%
CW
1035
CreativeOne Wealth
Kansas
$2.08M +$352K +4,055 +22%
DWM
1036
Drive Wealth Management
Utah
$2.07M +$60.3K +695 +3%
HIC
1037
Holderness Investments Company
North Carolina
$2.07M +$24.7K +285 +1%
FFS
1038
Founders Financial Securities
Maryland
$2.06M +$75.4K +869 +4%
CNBT
1039
Canandaigua National Bank & Trust
New York
$2.06M +$99.1K +1,142 +5%
MC
1040
Martin & Co
Tennessee
$2.04M +$59.7K +688 +3%
FG
1041
Fiduciary Group
Georgia
$2.04M -$57.3K -660 -3%
AL
1042
Aspiriant LLC
California
$2.03M +$8.25K +95 +0.4%
IAN
1043
Integrated Advisors Network
Texas
$2.03M -$263K -3,035 -12%
VWM
1044
VCI Wealth Management
Missouri
$2.03M +$1.89M +21,744 New
TPWA
1045
TRUE Private Wealth Advisors
Oregon
$2.02M -$48.5K -559 -3%
AWM
1046
Aprio Wealth Management
Georgia
$2.02M +$167K +1,924 +20%
PK
1047
Pflug Koory
Nebraska
$2.02M -$2.95K -34 -0.2%
KFBMI
1048
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.02M +$1.88M +21,634 New
BFIM
1049
Beese Fulmer Investment Management
Ohio
$2.01M -$239K -2,750 -11%
FBT
1050
First Bank & Trust
South Dakota
$2.01M +$216K +2,489 +13%