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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
CA
1051
CSM Advisors
Pennsylvania
$2M -$2.31M -26,640 -55%
WBC
1052
Westpac Banking Corp
Australia
$2M -$40.4K -465 -2%
EFS
1053
Essex Financial Services
Connecticut
$2M +$226K +2,601 +14%
CFM
1054
Catalyst Funds Management
Australia
$1.99M -$1.49M -17,200 -45%
HH
1055
Hilltop Holdings
Texas
$1.98M -$31.3K -361 -2%
HCM
1056
Highview Capital Management
Illinois
$1.98M +$1.84M +21,191 New
CWS
1057
Cypress Wealth Services
California
$1.97M +$341K +3,928 +23%
KCM
1058
Kathmere Capital Management
Pennsylvania
$1.96M +$427K +4,914 +30%
OTL
1059
Oak Thistle LLC
New York
$1.96M +$1.54M +17,780 +547%
1CP
1060
17 Capital Partners
Arizona
$1.96M +$638K +7,354 +54%
PI
1061
PFG Investments
New York
$1.96M +$94.4K +1,087 +5%
KIG
1062
Kennedy Investment Group
New Jersey
$1.96M
LWM
1063
LJI Wealth Management
Indiana
$1.96M +$1.39K +16 +0.1%
AIM
1064
Advyzon Investment Management
Illinois
$1.95M +$576K +6,633 +46%
LSA
1065
Leonteq Securities AG
Switzerland
$1.94M -$2.66M -30,599 -59%
VAM
1066
Virtue Asset Management
Illinois
$1.94M -$132K -1,519 -7%
BHBT
1067
Burke & Herbert Bank & Trust
Virginia
$1.94M -$132K -1,525 -7%
GLLW
1068
Graves Light Lenhart Wealth
Virginia
$1.93M -$1.74K -20 -0.1%
FHC
1069
First Horizon Corporation
Tennessee
$1.93M +$267K +3,077 +17%
BCWM
1070
Bartlett & Co Wealth Management
Ohio
$1.92M -$14.5K -167 -0.8%
IWM
1071
IHT Wealth Management
Illinois
$1.92M +$13K +150 +0.7%
TSS
1072
Two Sigma Securities
New York
$1.92M -$647K -7,454 -27%
NIM
1073
Northeast Investment Management
Massachusetts
$1.9M +$738K +8,500 +71%
MIM
1074
Miller Investment Management
Pennsylvania
$1.9M
LIA
1075
LS Investment Advisors
Michigan
$1.89M +$8.16K +94 +0.5%