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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
WAP
1201
Wealthcare Advisory Partners
Pennsylvania
$1.44M +$85.3K +982 +7%
LIM
1202
Longfellow Investment Management
Massachusetts
$1.43M
MFIM
1203
Mesirow Financial Investment Management
Illinois
$1.43M -$254K -2,925 -16%
RDFA
1204
Ritter Daniher Financial Advisory
Ohio
$1.42M +$2.78K +32 +0.2%
TFA
1205
Tranquilli Financial Advisor
New Jersey
$1.42M -$6.6K -76 -0.5%
SAW
1206
Signal Advisors Wealth
Michigan
$1.42M +$89.9K +1,036 +7%
AA
1207
Advisory Alpha
Michigan
$1.41M +$136K +1,562 +12%
BGC
1208
Beutel, Goodman & Co
Ontario, Canada
$1.41M -$36.9K -425 -3%
DTC
1209
Davidson Trust Company
Washington
$1.41M -$508K -5,849 -28%
BF
1210
Brucke Financial
Indiana
$1.41M +$15.5K +179 +1%
SI
1211
Severin Investments
Missouri
$1.41M -$178K -2,056 -12%
HCM
1212
Hutner Capital Management
Vermont
$1.41M -$1.48K -17 -0.1%
CNBOF
1213
City National Bank of Florida
Florida
$1.41M -$166K -1,908 -11%
SIM
1214
Sterling Investment Management
Arizona
$1.4M -$14.9K -172 -1%
CAMV
1215
Concord Asset Management (Virginia)
Virginia
$1.4M -$7.29K -84 -0.6%
SC
1216
Sawyer & Company
Massachusetts
$1.4M -$26.7K -307 -2%
LF
1217
Lantz Financial
Illinois
$1.4M -$124K -1,434 -9%
QP
1218
Quilter Plc
United Kingdom
$1.4M +$4.78K +55 +0.4%
WA
1219
Wealth Alliance
New York
$1.39M -$47.7K -550 -4%
TNB
1220
Thomasville National Bank
Georgia
$1.39M -$57.1K -658 -4%
PL
1221
Plancorp LLC
Missouri
$1.39M +$4.34K +50 +0.3%
QWP
1222
Quotient Wealth Partners
Texas
$1.39M -$8.77K -101 -0.7%
LD
1223
Lipe & Dalton
New York
$1.38M -$93.8K -1,080 -7%
WorldQuant Millennium Advisors
1224
WorldQuant Millennium Advisors
New York
$1.38M +$1.06M +12,264 +480%
CRWM
1225
Castle Rock Wealth Management
California
$1.38M +$5.21K +60 +0.4%