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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
FTC
1376
Farmers Trust Company
Ohio
$1.06M
CA
1377
Carson Advisory
Georgia
$1.06M -$79.3K -913 -7%
WIM
1378
WealthPlan Investment Management
Nebraska
$1.06M -$15.5K -179 -2%
WP
1379
Wealthspan Partners
Iowa
$1.05M +$88.3K +1,017 +10%
WCM
1380
Winebrenner Capital Management
Kentucky
$1.05M
NIA
1381
NBZ Investment Advisors
Tennessee
$1.05M -$3.39K -39 -0.3%
KMWM
1382
Keudell/Morrison Wealth Management
Oregon
$1.05M +$975K +11,227 New
LMFP
1383
Larry Mathis Financial Planning
Arizona
$1.04M +$972K +11,199 New
EW
1384
Entruity Wealth
California
$1.04M -$50.8K -585 -5%
KTC
1385
Kentucky Trust Company
Kentucky
$1.04M -$17.4K -200 -2%
CH
1386
Cromwell Holdings
Wyoming
$1.04M
AIA
1387
AIMZ Investment Advisors
California
$1.04M -$27.3K -314 -3%
PMG
1388
Private Management Group
California
$1.04M
EW
1389
Element Wealth
Mississippi
$1.03M -$9.29K -107 -1%
CPA
1390
Capital Performance Advisors
California
$1.03M +$265K +3,050 +38%
PWW
1391
Pettyjohn Wood & White
Virginia
$1.03M +$45.5K +524 +5%
PCA
1392
Providence Capital Advisors
North Carolina
$1.03M
RT
1393
Rockland Trust
Massachusetts
$1.03M +$115K +1,322 +14%
ANC
1394
Ames National Corp
Iowa
$1.03M -$11.7K -135 -1%
WBCM
1395
Wilson & Boucher Capital Management
California
$1.02M
BIP
1396
Blueprint Investment Partners
North Carolina
$1.02M +$70.4K +811 +8%
KJWM
1397
Kiley Juergens Wealth Management
Washington
$1.02M -$1.65K -19 -0.2%
B
1398
Bayban
Minnesota
$1.02M +$954K +10,986 New
TCOV
1399
Trust Company of Vermont
Vermont
$1.02M -$96.9K -1,116 -9%
DG
1400
DMC Group
Alabama
$1.02M -$70.1K -807 -7%