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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
IA
1726
Inspire Advisors
Idaho
$628K +$98.4K +1,133 +20%
TIA
1727
Traphagen Investment Advisors
New Jersey
$628K +$33.9K +390 +6%
WTA
1728
Washington Trust Advisors
Massachusetts
$627K +$142K +1,636 +32%
CPWA
1729
Cerro Pacific Wealth Advisors
California
$626K +$223K +2,569 +62%
LA
1730
Lynch & Associates
Indiana
$626K
RIS
1731
Richmond Investment Services
Wisconsin
$622K +$17.5K +202 +3%
WC
1732
Weil Company
California
$622K
OFG
1733
Oxford Financial Group
Indiana
$621K -$89.9K -1,035 -13%
CBB
1734
Citizens Business Bank
California
$617K -$2.17K -25 -0.4%
FFO
1735
Fortitude Family Office
Arizona
$617K +$434 +5 +0.1%
PSB
1736
Piscataqua Savings Bank
New Hampshire
$617K -$5.64K -65 -1%
CWS
1737
Confluence Wealth Services
Pennsylvania
$616K -$53.7K -619 -9%
WA
1738
WealthTrust Axiom
Pennsylvania
$616K
SOAG
1739
Silver Oak Advisory Group
Oregon
$613K -$36.5K -420 -6%
PFW
1740
Petros Family Wealth
Minnesota
$613K +$71K +818 +14%
PMSA
1741
Patrick M. Sweeney & Associates
Illinois
$612K +$16.8K +193 +3%
SIS
1742
Sound Income Strategies
Florida
$611K -$34.3K -395 -5%
AWP
1743
Axis Wealth Partners
Rhode Island
$607K -$10.9K -126 -2%
TAM
1744
Tucker Asset Management
Colorado
$604K -$47.2K -544 -8%
NCM
1745
Novare Capital Management
North Carolina
$603K +$25.5K +294 +5%
MAG
1746
M3 Advisory Group
Massachusetts
$602K +$7.9K +91 +1%
AA
1747
Alpha Advisors
Virginia
$602K +$24K +276 +4%
ACGA
1748
Atlanta Consulting Group Advisors
Georgia
$601K +$560K +6,448 New
SPWM
1749
Spartan Planning & Wealth Management
North Carolina
$600K +$35K +403 +7%
CAI
1750
Capital Advisors Inc
Oklahoma
$599K +$102K +1,179 +22%