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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
CT
1126
Caldwell Trust
Florida
$1.69M -$274K -3,155 -15%
CT
1127
Chicago Trust
Illinois
$1.69M -$521 -6 -0%
GIM
1128
Generali Investments Management
Slovenia
$1.69M +$412K +4,748 +36%
NERM
1129
New England Research & Management
Illinois
$1.69M +$317K +3,650 +25%
SIA
1130
SeaBridge Investment Advisors
New Jersey
$1.69M -$7.81K -90 -0.5%
HT
1131
Heritage Trust
Oklahoma
$1.69M +$25.7K +296 +2%
VA
1132
VestGen Advisors
Illinois
$1.69M -$88.4K -1,018 -5%
TCOT
1133
Trust Company of Toledo
Ohio
$1.68M -$26K -300 -2%
AF
1134
Advisornet Financial
Minnesota
$1.68M -$7.12K -82 -0.5%
BOC
1135
Barbara Oil Co
Illinois
$1.68M
KA
1136
Kovack Advisors
Florida
$1.67M +$559K +6,440 +56%
VBFP
1137
Valtinson Bruner Financial Planning
Minnesota
$1.67M -$521 -6 -0%
MT
1138
Midwest Trust
Kansas
$1.67M +$45.5K +524 +3%
NB
1139
Nicolet Bankshares
Wisconsin
$1.67M +$188K +2,170 +14%
EM
1140
Excalibur Management
Massachusetts
$1.66M -$23.2K -267 -1%
EFH
1141
Eaton Financial Holdings
Florida
$1.66M -$121K -1,399 -7%
WBG
1142
Wharton Business Group
Pennsylvania
$1.65M
IAMOG
1143
Investors Asset Management of Georgia
Georgia
$1.65M -$5.3K -61 -0.3%
1IA
1144
1834 Investment Advisors
Wisconsin
$1.64M -$44.7K -515 -3%
HCMT
1145
Highland Capital Management (Tennessee)
Tennessee
$1.64M +$347 +4 +0%
TP
1146
TritonPoint Partners
Maryland
$1.63M +$1.52M +17,542 New
LGA
1147
Lebenthal Global Advisors
New York
$1.62M +$48.3K +556 +3%
BP
1148
BBR Partners
New York
$1.62M -$19.3K -222 -1%
CFA
1149
Cahill Financial Advisors
Minnesota
$1.62M -$33.5K -386 -2%
RAG
1150
RIA Advisory Group
Iowa
$1.62M -$42.6K -491 -3%