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
CI
1101
CX Institutional
Indiana
$1.81M -$84.8K -977 -5%
HFM
1102
Hartford Funds Management
Pennsylvania
$1.81M -$34.4K -396 -2%
AA
1103
Armis Advisers
Georgia
$1.8M -$20.8K -240 -1%
SCM
1104
SCS Capital Management
Massachusetts
$1.8M +$201K +2,320 +14%
RA
1105
Ransom Advisory
Rhode Island
$1.8M -$109K -1,250 -6%
IA
1106
Integrity Alliance
Iowa
$1.79M +$203K +2,343 +14%
TCP
1107
TMB Capital Partners
Arkansas
$1.79M +$1.66M +19,159 New
LCM
1108
Lazari Capital Management
California
$1.78M +$955 +11 +0.1%
Financial Engines Advisors
1109
Financial Engines Advisors
California
$1.77M +$150K +1,733 +10%
IIC
1110
Integrated Investment Consultants
Michigan
$1.76M +$808K +9,303 +97%
BAM
1111
Belpointe Asset Management
Nevada
$1.75M -$103K -1,191 -6%
MEAC
1112
M.E. Allison & Co
Texas
$1.75M +$174 +2 +0%
WBWA
1113
William B. Walkup & Associates
South Carolina
$1.75M +$11.2K +129 +0.7%
KFSC
1114
Keystone Financial Services (Colorado)
Colorado
$1.75M -$6.6K -76 -0.4%
JCM
1115
Jacobi Capital Management
Pennsylvania
$1.74M +$27.7K +319 +2%
TCWA
1116
Turtle Creek Wealth Advisors
Texas
$1.74M +$405K +4,666 +33%
GWM
1117
Gibbs Wealth Management
Georgia
$1.73M -$132K -1,523 -8%
STS
1118
SG Trading Solutions
Utah
$1.73M +$1.61M +18,593 New
RPCONE
1119
Retirement Planning Company of New England
Rhode Island
$1.73M -$7.55K -87 -0.5%
FA
1120
Fiduciary Alliance
South Carolina
$1.72M +$995K +11,456 +165%
DWA
1121
Delap Wealth Advisory
Oregon
$1.72M +$36.2K +417 +2%
BP
1122
BNP Paribas
France
$1.71M +$1.52M +17,473 +1,893%
PWPS
1123
Pinnacle Wealth Planning Services
Ohio
$1.71M +$38K +438 +2%
GWM
1124
Gilpin Wealth Management
Colorado
$1.7M +$1.59M +18,266 New
PWA
1125
Providence Wealth Advisors
Illinois
$1.69M -$347 -4 -0%