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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
MIC
1701
Means Investment Company
Maine
$651K +$1.56K +18 +0.3%
ACA
1702
Arsenal Capital Advisors
Pennsylvania
$651K +$607K +6,987 New
SFG
1703
SNS Financial Group
Minnesota
$648K -$6.25K -72 -1%
HWA
1704
HHM Wealth Advisors
Tennessee
$646K
RZH
1705
Relyea Zuckerberg Hanson
Connecticut
$645K +$2.08K +24 +0.3%
APM
1706
a16z Perennial Management
California
$644K +$28.1K +324 +5%
SWM
1707
Selby Wealth Management
California
$643K +$599K +6,904 New
TP
1708
Tranquility Partners
Tennessee
$643K -$41.3K -476 -6%
PRP
1709
Peak Retirement Planning
Ohio
$643K -$25.6K -295 -4%
FCIM
1710
Fairview Capital Investment Management
California
$642K -$3.82K -44 -0.6%
VCM
1711
Virtue Capital Management
Tennessee
$640K -$1.46M -16,794 -71%
SC
1712
Summa Corp
Texas
$637K +$521 +6 +0.1%
OAM
1713
Occidental Asset Management
California
$633K +$49.5K +570 +9%
WPP
1714
Whalerock Point Partners
Rhode Island
$633K -$78.5K -904 -12%
BWM
1715
BlackDiamond Wealth Management
New York
$633K +$5.56K +64 +1%
NHT
1716
New Hampshire Trust
New Hampshire
$632K
DCM
1717
Dorato Capital Management
Colorado
$632K +$615K +7,085 New
WAG
1718
Wallace Advisory Group
California
$632K -$303K -3,490 -34%
IIA
1719
Integral Investment Advisors
California
$632K +$195K +2,244 +49%
CP
1720
Canopy Partners
Ohio
$632K +$10.9K +126 +2%
SL
1721
Salomon & Ludwin
Virginia
$631K -$4.69K -54 -0.8%
SWM
1722
Stockman Wealth Management
Montana
$629K +$136K +1,571 +30%
CWA
1723
Cornerstone Wealth Advisors
Minnesota
$629K -$165K -1,900 -22%
SAM
1724
Sequent Asset Management
Texas
$629K +$41K +472 +8%
DMC
1725
Drexel Morgan & Co
Pennsylvania
$629K