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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
IFU
1276
iSAM Funds (UK)
United Kingdom
$1.26M -$65.9K -759 -5%
GC
1277
GatePass Capital
Ohio
$1.26M +$193K +2,227 +20%
EPW
1278
Evolve Private Wealth
California
$1.26M +$1.17M +13,518 New
BTW
1279
Boston Trust Walden
Massachusetts
$1.26M
BMA
1280
Brooks Moore & Associates
Tennessee
$1.26M
ZBNA
1281
Zions Bancorporation, National Association
Utah
$1.25M +$167K +1,918 +17%
MWM
1282
Meridian Wealth Management
Kentucky
$1.25M -$652K -7,506 -36%
Two Sigma Investments
1283
Two Sigma Investments
New York
$1.25M -$113K -1,300 -9%
IDA
1284
Intelligence Driven Advisers
California
$1.25M +$60.4K +696 +5%
BAG
1285
Bridgewealth Advisory Group
California
$1.25M -$275K -3,172 -19%
AP
1286
Anchyra Partners
Georgia
$1.24M +$1.16M +13,333 New
LFG
1287
Larson Financial Group
Missouri
$1.24M +$80.9K +932 +8%
WAM
1288
Weatherly Asset Management
California
$1.24M +$19.4K +223 +2%
CWM
1289
C2C Wealth Management
Arizona
$1.24M
MPAM
1290
Murphy Pohlad Asset Management
Minnesota
$1.23M -$22.1K -255 -2%
1SB
1291
1ST Source Bank
Indiana
$1.23M -$1.91K -22 -0.2%
SAG
1292
SageView Advisory Group
California
$1.23M -$368K -4,239 -24%
SFG
1293
Sather Financial Group
Texas
$1.23M -$260 -3 -0%
CWG
1294
Crown Wealth Group
North Carolina
$1.23M +$352K +4,052 +45%
RCWM
1295
Royal Capital Wealth Management
Indiana
$1.22M +$1.82K +21 +0.2%
FM
1296
Freemont Management
Switzerland
$1.22M +$755K +8,700 +198%
PE
1297
PCM Encore
Colorado
$1.22M +$1.14M +13,085 New
EAM
1298
Empirical Asset Management
Massachusetts
$1.22M -$42.8K -493 -4%
CFP
1299
Catalyst Financial Partners
Massachusetts
$1.21M +$33.5K +386 +3%
OWP
1300
Obermeyer Wealth Partners
Colorado
$1.21M -$5.9K -68 -0.5%