We are live on ! Find out more
WFC icon

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
FFBTD
1076
First Financial Bank - Trust Division
Ohio
$1.89M +$27.6K +318 +2%
CTC
1077
Cetera Trust Company
Minnesota
$1.89M
MCM
1078
Mainstay Capital Management
Michigan
$1.88M +$107K +1,227 +6%
CIA
1079
Citadel Investment Advisory
Ohio
$1.88M -$17.4K -200 -1%
UWS
1080
Unique Wealth Strategies
Illinois
$1.87M -$18.8K -216 -1%
IIA
1081
IPG Investment Advisors
California
$1.87M +$1.52M +17,479 +685%
HA
1082
Harbor Advisors
Florida
$1.86M
CCM
1083
Collar Capital Management
Wisconsin
$1.86M -$119K -1,375 -6%
LCM
1084
Leisure Capital Management
California
$1.86M
AWP
1085
Accretive Wealth Partners
New Jersey
$1.86M +$59.6K +686 +4%
MSR
1086
Main Street Research
Connecticut
$1.85M -$1.5M -17,239 -46%
LCOV
1087
London Company of Virginia
Virginia
$1.84M +$76.5K +881 +5%
FDS
1088
First Dallas Securities
Texas
$1.84M -$4.17K -48 -0.2%
SM
1089
Sweeney & Michel
California
$1.84M +$8.16K +94 +0.5%
BCG
1090
Breakwater Capital Group
New Jersey
$1.83M -$13.1K -151 -0.8%
MWM
1091
Modera Wealth Management
New Jersey
$1.83M -$85.9K -990 -5%
EWA
1092
Exencial Wealth Advisors
Oklahoma
$1.83M -$20.6K -237 -1%
ASBI
1093
American State Bank (Iowa)
Iowa
$1.83M +$60.5K +697 +4%
AHL
1094
Abel Hall LLC
Louisiana
$1.83M +$585K +6,740 +52%
RWFS
1095
Rayburn West Financial Services
Tennessee
$1.82M +$1.7M +19,550 New
BBA
1096
BLB&B Advisors
Pennsylvania
$1.82M +$26.4K +304 +2%
KP
1097
Keel Point
Alabama
$1.82M +$167K +1,919 +11%
CCG
1098
Ceeto Capital Group
Florida
$1.82M
SRC
1099
Sage Rhino Capital
California
$1.81M -$43.1K -497 -2%
IAS
1100
Insigneo Advisory Services
Florida
$1.81M -$165K -1,904 -9%