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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
NFG
1251
Nations Financial Group
Iowa
$1.31M +$1.22K +14 +0.1%
MSWM
1252
McGlone Suttner Wealth Management
Wisconsin
$1.31M +$69.7K +803 +6%
TCM
1253
Telos Capital Management
California
$1.31M
FFA
1254
Florida Financial Advisors
Florida
$1.31M +$205K +2,362 +20%
Q
1255
QVR
California
$1.3M +$771K +8,879 +174%
CWP
1256
Cyndeo Wealth Partners
Florida
$1.3M -$26.1K -301 -2%
LF
1257
LifeSteps Financial
California
$1.3M +$260 +3 +0%
NP
1258
Nilsine Partners
Colorado
$1.3M +$117K +1,349 +11%
SC
1259
Scratch Capital
Idaho
$1.3M +$16.5K +190 +1%
JWM
1260
Jupiter Wealth Management
Colorado
$1.29M
WWM
1261
Whalen Wealth Management
Nevada
$1.29M +$700K +8,058 +139%
RWP
1262
Ridgecrest Wealth Partners
California
$1.29M -$14.1K -162 -1%
AWM
1263
Arista Wealth Management
Nevada
$1.29M -$304K -3,497 -20%
CCA
1264
Childress Capital Advisors
Texas
$1.28M +$8.42K +97 +0.7%
NSAM
1265
North Star Asset Management
Wisconsin
$1.28M -$43.1K -496 -3%
PP
1266
PDS Planning
Ohio
$1.28M +$50.9K +586 +4%
AIM
1267
Anchor Investment Management
South Carolina
$1.28M -$18.1K -208 -1%
CIC
1268
Chilton Investment Company
Connecticut
$1.28M -$256K -2,953 -18%
FFG
1269
Fiduciary Financial Group
California
$1.28M +$29.3K +338 +3%
LI
1270
Lafayette Investments
Maryland
$1.28M -$81.2K -935 -6%
JSAM
1271
J. Safra Asset Management
New York
$1.27M +$484K +5,578 +69%
NCM
1272
Neumann Capital Management
California
$1.27M
SIC
1273
Salem Investment Counselors
North Carolina
$1.27M -$50.4K -581 -4%
WA
1274
WP Advisors
California
$1.27M -$115K -1,319 -9%
PFBT
1275
Parkside Financial Bank & Trust
Missouri
$1.27M +$56.2K +647 +5%