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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
PIM
1151
Penobscot Investment Management
Massachusetts
$1.62M
FMTC
1152
Farmers & Merchants Trust Company
California
$1.61M -$12.7K -146 -0.8%
CLGM
1153
Capitolis Liquid Global Markets
New York
$1.61M -$4.34M -50,000 -74%
FNT
1154
First National Trust
Pennsylvania
$1.61M -$46.3K -533 -3%
FPL
1155
Fortress Private Ledger
North Carolina
$1.61M +$309K +3,561 +26%
AWE
1156
Avidian Wealth Enterprises
Texas
$1.6M +$695K +8,007 +87%
MCM
1157
MV Capital Management
Maryland
$1.6M -$74.7K -860 -5%
AC
1158
Annandale Capital
Texas
$1.6M -$77.3K -890 -5%
BCM
1159
Boltwood Capital Management
California
$1.6M -$3.91K -45 -0.3%
CIAS
1160
Capital Investment Advisory Services
North Carolina
$1.6M +$60.5K +697 +4%
GPA
1161
Garrison Point Advisors
California
$1.6M -$26K -300 -2%
PW
1162
Potentia Wealth
California
$1.59M
PAM
1163
Palisade Asset Management
Minnesota
$1.59M +$35.2K +405 +2%
VNIM
1164
Vaughan Nelson Investment Management
Texas
$1.59M -$2.37M -27,260 -62%
MWM
1165
Modern Wealth Management
Kansas
$1.58M +$289K +3,330 +24%
CIS
1166
Capital International Sarl
California
$1.58M +$363K +4,182 +33%
CWM
1167
Cornerstone Wealth Management
Missouri
$1.58M -$20.2K -233 -1%
HNB
1168
Hilltop National Bank
Wyoming
$1.57M
AI
1169
Accredited Investors
Minnesota
$1.56M -$25.7K -296 -2%
AA
1170
Ancora Advisors
Ohio
$1.56M +$59.3K +683 +4%
VWM
1171
Vivid Wealth Management
Iowa
$1.56M -$2.08K -24 -0.1%
OPCM
1172
Osborne Partners Capital Management
California
$1.56M -$8.6K -99 -0.6%
KC
1173
Knuff & Co
California
$1.56M
DI
1174
Diligent Investors
California
$1.55M +$1.22K +14 +0.1%
AIA
1175
Affinity Investment Advisors
California
$1.54M -$12.2K -140 -0.8%