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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
CFO
1751
CVA Family Office
Colorado
$599K -$1.65K -19 -0.3%
TAM
1752
Titleist Asset Management
Texas
$598K +$60.9K +702 +12%
LB
1753
Legacy Bridge
Iowa
$598K +$16.3K +188 +3%
SCM
1754
Sterneck Capital Management
Missouri
$598K
HBT
1755
Heartland Bank & Trust
Illinois
$596K -$4.6K -53 -0.8%
HFM
1756
Hartford Financial Management
Connecticut
$596K
WPA
1757
Wealth Preservation Advisors
Tennessee
$595K +$434 +5 +0.1%
SB
1758
Simmons Bank
Arkansas
$593K +$10.1K +116 +2%
MWM
1759
MinichMacGregor Wealth Management
New York
$593K +$130K +1,502 +31%
RDWM
1760
Red Door Wealth Management
Tennessee
$592K -$868 -10 -0.2%
JWA
1761
JFS Wealth Advisors
Pennsylvania
$591K -$142K -1,634 -20%
GPWM
1762
Grant Private Wealth Management
California
$590K
FFG
1763
Fortress Financial Group
Minnesota
$589K +$1.39K +16 +0.3%
AG
1764
Algert Global
California
$589K +$139K +1,603 +34%
SC
1765
Schulhoff & Co
Ohio
$588K +$174 +2 +0%
BWG
1766
Beta Wealth Group
California
$587K +$87 +1 +0%
RFP
1767
Root Financial Partners
California
$587K +$58.5K +674 +12%
FRA
1768
Front Row Advisors
California
$587K
ISB
1769
Iowa State Bank
Iowa
$585K -$4.34K -50 -0.8%
CLOS
1770
Compagnie Lombard Odier SCmA
Switzerland
$583K
JCM
1771
Jacobsen Capital Management
Utah
$581K -$5.38K -62 -1%
AB
1772
Atlas Brown
Kentucky
$581K +$521 +6 +0.1%
HCWM
1773
Hidden Cove Wealth Management
Washington
$581K +$24.6K +283 +5%
AF
1774
ASL Financial
California
$580K +$540K +6,219 New
NG
1775
Novem Group
New York
$579K +$1.3K +15 +0.2%