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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
LPAM
1351
Lodestar Private Asset Management
California
$1.11M -$163K -1,877 -14%
GIP
1352
Greatmark Investment Partners
Georgia
$1.11M -$56.4K -650 -5%
PIA
1353
Perennial Investment Advisors
California
$1.11M +$140K +1,616 +16%
FFM
1354
Flagstone Financial Management
Nebraska
$1.1M +$51.1K +589 +5%
DFCM
1355
Dark Forest Capital Management
Puerto Rico
$1.1M -$4.69M -54,016 -82%
AWM
1356
Accurate Wealth Management
Florida
$1.1M +$69.3K +798 +7%
TWM
1357
Thrive Wealth Management
Pennsylvania
$1.1M -$6.16K -71 -0.6%
LIA
1358
LBMC Investment Advisors
Tennessee
$1.09M +$8.77K +101 +0.9%
SC
1359
Sepio Capital
Utah
$1.09M +$1.91K +22 +0.2%
HWA
1360
HCR Wealth Advisors
California
$1.09M +$32.3K +372 +3%
TF
1361
Tudor Financial
Ohio
$1.09M +$170K +1,955 +20%
MAM
1362
Madison Asset Management
Wisconsin
$1.08M -$9.03K -104 -0.9%
CCG
1363
Coastwise Capital Group
California
$1.08M +$4.86K +56 +0.5%
PTP
1364
Platform Technology Partners
New York
$1.08M -$130K -1,502 -11%
CAC
1365
Core Alternative Capital
Georgia
$1.08M +$257K +2,958 +34%
FCCM
1366
First City Capital Management
Georgia
$1.08M -$306K -3,525 -23%
CCWM
1367
Correct Capital Wealth Management
Missouri
$1.08M
E
1368
Evansbrook
Illinois
$1.08M +$1M +11,543 New
AAS
1369
Ameritas Advisory Services
Nebraska
$1.07M +$408K +4,695 +69%
POIA
1370
Pin Oak Investment Advisors
Texas
$1.07M -$3.3K -38 -0.3%
BDLIB
1371
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.07M -$1.19M -13,700 -55%
DBIA
1372
Dumont & Blake Investment Advisors
New Jersey
$1.07M +$3.21K +37 +0.3%
FAM
1373
Formidable Asset Management
Ohio
$1.07M +$554K +6,381 +101%
PCM
1374
Pointe Capital Management
Michigan
$1.07M -$95.4K -1,099 -9%
WIM
1375
Wittenberg Investment Management
Massachusetts
$1.06M