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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
RCA
1301
Resonant Capital Advisors
Wisconsin
$1.21M +$35K +403 +3%
CLA
1302
Carnegie Lake Advisors
New Jersey
$1.21M
SWM
1303
Shakespeare Wealth Management
Wisconsin
$1.21M +$955 +11 +0.1%
RCM
1304
RB Capital Management
Nevada
$1.2M +$120K +1,384 +12%
FIB
1305
First Interstate Bank
Montana
$1.2M +$4.08K +47 +0.4%
MW
1306
Marble Wealth
Alabama
$1.2M +$1.12M +12,893 New
RCM
1307
Raleigh Capital Management
North Carolina
$1.2M -$52.7K -607 -4%
PL
1308
Perpetual Ltd
Australia
$1.2M +$308K +3,547 +38%
Members Trust
1309
Members Trust
Florida
$1.2M -$6.6K -76 -0.6%
CP
1310
Clarendon Private
Massachusetts
$1.2M -$124K -1,423 -10%
ISL
1311
Ingalls & Snyder LLC
New York
$1.19M
HIA
1312
Harbor Investment Advisory
Maryland
$1.19M +$49.1K +565 +5%
CIA
1313
Cascade Investment Advisors
Oregon
$1.19M
BFG
1314
Berger Financial Group
Minnesota
$1.19M -$120K -1,377 -10%
CIA
1315
Cladis Investment Advisory
Montana
$1.19M +$87 +1 +0%
NRC
1316
New Republic Capital
North Carolina
$1.19M +$524K +6,033 +90%
CAU
1317
Caxton Associates (UK)
$1.18M +$1.1M +12,713 New
CIC
1318
Crawford Investment Counsel
Georgia
$1.18M -$1.13K -13 -0.1%
MCA
1319
Magnolia Capital Advisors
Mississippi
$1.18M +$747K +8,610 +213%
Impax Asset Management Group
1320
Impax Asset Management Group
United Kingdom
$1.18M
RIA
1321
Richwood Investment Advisors
Ohio
$1.17M -$26K -300 -2%
GA
1322
Greenspring Advisors
Maryland
$1.17M +$1.09M +12,570 New
SC
1323
SouthState Corp
Florida
$1.17M +$27.9K +321 +3%
PA
1324
Promethium Advisors
Maryland
$1.17M -$8.68K -100 -0.8%
SWM
1325
SeaCrest Wealth Management
New York
$1.17M -$10.9K -125 -1%