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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
SWA
1776
Sax Wealth Advisors
New Jersey
$578K -$28.4K -327 -5%
TC
1777
TFR Capital
Texas
$577K -$5.38K -62 -1%
BWAM
1778
Boyd Watterson Asset Management
Ohio
$577K +$9.46K +109 +2%
KF
1779
Kelsey Financial
California
$576K +$537K +6,182 New
BWA
1780
Basecamp Wealth Advisors
Washington
$576K +$536K +6,176 New
SWRP
1781
Summit Wealth & Retirement Planning
California
$575K +$244K +2,811 +84%
SL
1782
Sentinus LLC
Illinois
$575K +$117K +1,344 +28%
FNBTCON
1783
First National Bank & Trust Co of Newtown
Pennsylvania
$574K
CA
1784
CoreCap Advisors
Michigan
$573K +$36.5K +420 +7%
LA
1785
Legacy Advisors
Pennsylvania
$573K +$68.1K +784 +15%
CPA
1786
Cardiff Park Advisors
California
$572K +$1.3K +15 +0.2%
NGA
1787
Naples Global Advisors
Florida
$570K -$69.5K -801 -12%
EI
1788
EFG International
$570K +$531K +6,116 New
WF
1789
Wayfinding Financial
Washington
$570K -$17.1K -197 -3%
KCFA
1790
Key Client Fiduciary Advisors
New Jersey
$570K +$1.22K +14 +0.2%
BWP
1791
Baldwin Wealth Partners
Massachusetts
$569K
ZIG
1792
Zullo Investment Group
Pennsylvania
$567K -$22.6K -260 -4%
HWM
1793
Hohimer Wealth Management
Washington
$566K +$260 +3 +0%
IRP
1794
Investment Research Partners
Pennsylvania
$565K
PCG
1795
PFC Capital Group
California
$565K +$6.95K +80 +1%
RWA
1796
Redhawk Wealth Advisors
Minnesota
$564K -$13.5K -156 -3%
WPWM
1797
Western Pacific Wealth Management
Illinois
$564K
SWM
1798
Steinberganna Wealth Management
New York
$562K +$40.4K +465 +8%
TPM
1799
Triasima Portfolio Management
Quebec, Canada
$562K -$126K -1,450 -19%
FNBOH
1800
First National Bank of Hutchinson
Kansas
$562K