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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
PWA
1176
Pitcairn Wealth Advisors
Pennsylvania
$1.53M +$1.43M +16,431 New
NSIM
1177
North Star Investment Management
Illinois
$1.53M +$107K +1,233 +8%
AW
1178
Alteri Wealth
California
$1.53M +$608 +7 +0%
VRM
1179
Vectors Research Management
New York
$1.52M +$3.3K +38 +0.2%
LCAM
1180
London & Capital Asset Management
United Kingdom
$1.52M +$271K +3,117 +24%
WFI
1181
West Family Investments
California
$1.52M
BFO
1182
Biltmore Family Office
North Carolina
$1.52M +$590K +6,792 +72%
HBT
1183
Hills Bank & Trust
Iowa
$1.51M +$21.8K +251 +2%
ESB
1184
Essex Savings Bank
Connecticut
$1.5M +$16.1K +186 +1%
PCS
1185
Personal CFO Solutions
New Jersey
$1.5M -$37.9K -436 -3%
HAM
1186
Hedges Asset Management
Nevada
$1.49M -$130K -1,500 -9%
SL
1187
Sentry LLC
Tennessee
$1.49M -$182K -2,091 -12%
CWP
1188
Concord Wealth Partners
Virginia
$1.49M +$2.34K +27 +0.2%
EB
1189
Eastern Bank
Massachusetts
$1.48M +$100K +1,157 +8%
DWA
1190
Douglass Winthrop Advisors
New York
$1.48M -$35.9K -414 -3%
ANTB
1191
AMG National Trust Bank
Colorado
$1.48M +$18K +207 +1%
Capstone Investment Advisors
1192
Capstone Investment Advisors
New York
$1.47M -$5.74M -66,076 -81%
SWM
1193
Spire Wealth Management
Virginia
$1.46M -$22.5K -259 -2%
MYIA
1194
Mount Yale Investment Advisors
Colorado
$1.45M -$2.67M -30,709 -66%
SG
1195
StoneX Group
New York
$1.45M +$16.1K +185 +1%
MPIA
1196
Mountain Pacific Investment Advisers
Idaho
$1.44M
ACM
1197
Aljian Capital Management
Nevada
$1.44M -$32.6K -375 -2%
FFM
1198
Fisher Funds Management
New Zealand
$1.44M
LI
1199
LMCG Investments
Massachusetts
$1.44M -$4.6K -53 -0.3%
GI
1200
GS Investments
Minnesota
$1.44M