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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
CG
1676
CFO4Life Group
Texas
$671K -$74K -852 -11%
FPF
1677
First Pacific Financial
Washington
$671K +$290K +3,346 +87%
BA
1678
Bridgewater Advisors
New York
$671K +$11.1K +128 +2%
BEW
1679
Burton Enright Welch
California
$669K +$10.9K +125 +2%
LRIA
1680
Leonard Rickey Investment Advisors
Washington
$669K +$3.99K +46 +0.6%
ASC
1681
Ares Systematic Credit
$669K +$47.7K +550 New
CWA
1682
Crusonia Wealth Advisors
Colorado
$669K +$623K +7,178 New
CL
1683
COWA LLC
Oklahoma
$668K +$2.52K +29 +0.4%
FB
1684
First Bancorp
Maine
$668K -$34.7K -400 -5%
DIM
1685
Delta Investment Management
California
$666K +$5.73K +66 +0.9%
CWM
1686
Connecticut Wealth Management
Connecticut
$664K -$2K -23 -0.3%
BPW
1687
Bingham Private Wealth
California
$664K +$618K +7,121 New
WDL
1688
Well Done LLC
Michigan
$664K -$1.56K -18 -0.3%
GH
1689
GLP Holdings
Georgia
$663K +$618K +7,117 New
CT
1690
Coastline Trust
Rhode Island
$662K -$7.81K -90 -1%
BW
1691
Basepoint Wealth
Iowa
$662K -$41.1K -473 -6%
CA
1692
Cache Advisors
California
$662K
ACG
1693
Allen Capital Group
Nebraska
$661K -$109K -1,254 -15%
OL
1694
one8zero8 LLC
North Carolina
$660K
MBTD
1695
Mechanics Bank - Trust Department
California
$657K +$283K +3,261 +86%
CFG
1696
Cooper Financial Group
California
$655K +$53.3K +614 +10%
CA
1697
Cambridge Advisors
Nebraska
$655K +$87 +1 +0%
KFGK
1698
Keystone Financial Group (Kentucky)
Kentucky
$652K +$34.6K +398 +6%
KA
1699
Kearns & Associates
California
$652K
MCP
1700
Mirador Capital Partners
California
$652K +$135K +1,555 +29%