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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
PMWMG
1651
Parr McKnight Wealth Management Group
Minnesota
$691K -$2.87K -33 -0.4%
AAS
1652
Annex Advisory Services
Wisconsin
$691K +$121K +1,391 +23%
ST
1653
Spinnaker Trust
Maine
$690K
MFG
1654
Magnus Financial Group
New York
$690K +$39.7K +457 +7%
VP
1655
Verum Partners
North Carolina
$689K -$1.04K -12 -0.2%
SCA
1656
Sippican Capital Advisors
Massachusetts
$687K -$64.2K -740 -9%
CH
1657
CDKV Holdings
Colorado
$687K +$69.6K +802 New
EGA
1658
E&G Advisors
Texas
$685K
TCM
1659
Tradewinds Capital Management
Washington
$685K
EFA
1660
Evernest Financial Advisors
Indiana
$685K +$158K +1,823 +34%
PCI
1661
Pacifica Capital Investments
Texas
$684K
GAA
1662
Global Assets Advisory
Florida
$683K
MAG
1663
MRA Advisory Group
New Jersey
$682K +$51.1K +589 +9%
LRPA
1664
L. Roy Papp & Associates
Arizona
$681K
ESC
1665
Eurizon SLJ Capital
$680K +$634K +7,301 New
SRC
1666
Shufro Rose & Co
New York
$680K -$226K -2,606 -26%
MW
1667
MBL Wealth
North Carolina
$679K +$109K +1,250 +21%
RRA
1668
Red Reef Advisors
Florida
$676K +$629K +7,250 New
IIC
1669
Ironwood Investment Counsel
Arizona
$674K -$3.56K -41 -0.6%
DMBA
1670
Deseret Mutual Benefit Administrators
Utah
$674K -$39.9K -460 -6%
DA
1671
Doliver Advisors
Texas
$673K -$39.4K -454 -6%
AFT
1672
Alpha Family Trust
California
$673K
BFP
1673
Birchwood Financial Partners
Minnesota
$671K +$625K +7,200 New
LC
1674
Lincoln Capital
Nebraska
$671K +$13.6K +157 +2%
BMWM
1675
Brown Miller Wealth Management
Virginia
$671K -$19.6K -226 -3%