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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
KCM
1226
Kanawha Capital Management
Virginia
$1.38M -$55.1K -635 -4%
BCM
1227
Becker Capital Management
Oregon
$1.38M +$17.4K +201 +1%
HCP
1228
Hexagon Capital Partners
Arkansas
$1.38M -$7.9K -91 -0.6%
PWP
1229
Principle Wealth Partners
Connecticut
$1.38M +$3.3K +38 +0.3%
FFA
1230
Fragasso Financial Advisors
Pennsylvania
$1.37M +$39.1K +450 +3%
TGAM
1231
TBH Global Asset Management
Tennessee
$1.37M +$738K +8,501 +137%
RHAM
1232
Round Hill Asset Management
California
$1.37M -$887K -10,222 -41%
SN
1233
Sittner & Nelson
Oregon
$1.37M +$17.7K +204 +1%
Koshinski Asset Management
1234
Koshinski Asset Management
Illinois
$1.37M +$61.1K +704 +5%
ACS
1235
Archford Capital Strategies
Illinois
$1.36M -$182K -2,102 -13%
SFO
1236
Stokes Family Office
Louisiana
$1.36M +$745K +8,586 +143%
AFP
1237
Ausdal Financial Partners
Iowa
$1.36M +$32.4K +373 +3%
SWM
1238
Segment Wealth Management
Texas
$1.35M +$96.4K +1,110 +8%
BFM
1239
Boothbay Fund Management
New York
$1.35M +$972K +11,196 +342%
CA
1240
Continuum Advisory
Idaho
$1.35M -$31.5K -363 -2%
FNBSF
1241
First National Bank Sioux Falls
South Dakota
$1.34M -$1.63M -18,732 -57%
IVP
1242
Intrinsic Value Partners
Arizona
$1.34M -$58.1K -669 -4%
I
1243
INVST
Indiana
$1.33M -$29.1K -335 -2%
FMI
1244
Frec Markets Inc
California
$1.33M +$1.23M +14,221 New
QC
1245
Quent Capital
New York
$1.32M +$56.5K +651 +5%
QLSGSCF
1246
Quent Long Short Global Small Cap Fund
New York
$1.32M +$1.23M +14,181 New
CCM
1247
Cohen Capital Management
California
$1.32M
EA
1248
Eclectic Associates
California
$1.32M -$33.2K -382 -3%
MIM
1249
MTM Investment Management
South Carolina
$1.31M -$58.2K -670 -5%
SGI
1250
Summit Global Investments
Utah
$1.31M -$3.47M -39,931 -74%