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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
NFP
1801
Narus Financial Partners
Utah
$562K +$3.56K +41 +0.7%
PA
1802
Procyon Advisors
Connecticut
$561K +$79.8K +919 +18%
GCA
1803
Gradient Capital Advisors
California
$561K +$108K +1,245 +26%
ACM
1804
Ategra Capital Management
Virginia
$559K +$521K +6,000 New
NL
1805
NWAM LLC
Washington
$558K -$45K -518 -8%
AIM
1806
Acropolis Investment Management
Missouri
$558K +$47.7K +550 +10%
SMWM
1807
Silvia McColl Wealth Management
California
$558K -$3.47K -40 -0.7%
LWL
1808
Leo Wealth LLC
Texas
$557K +$151K +1,744 +41%
MA
1809
Mezzasalma Advisors
New Jersey
$555K +$9.29K +107 +2%
AMIM
1810
Aull & Monroe Investment Management
Alabama
$554K -$27.1K -312 -5%
VCP
1811
Verus Capital Partners
Arizona
$553K -$12.8K -148 -2%
CWP
1812
Curated Wealth Partners
California
$552K +$515K +5,928 New
PTB
1813
Pioneer Trust Bank
Oregon
$550K
GCM
1814
G2 Capital Management
Ohio
$549K +$2.87K +33 +0.6%
FCAS
1815
First Command Advisory Services
Texas
$549K +$29.8K +343 +6%
BPAMU
1816
BTG Pactual Asset Management US
New York
$549K +$88.6K +1,020 +21%
SC
1817
Searle & Co
Connecticut
$549K
BWM
1818
BCS Wealth Management
Tennessee
$548K +$289K +3,333 +131%
CPC
1819
Cookson Peirce & Co
Pennsylvania
$548K +$83.6K +963 +20%
NP
1820
Ninepoint Partners
Ontario, Canada
$548K +$510K +5,879 New
CCAM
1821
Cascades Capital Asset Management
North Carolina
$548K +$68K +783 +15%
SWM
1822
Silverlake Wealth Management
Vermont
$547K
AWA
1823
Alaska Wealth Advisors
Alaska
$546K -$4.6K -53 -0.9%
DSC
1824
Duncker Streett & Co
Missouri
$545K -$53K -610 -9%
FCA
1825
FLC Capital Advisors
California
$544K -$4.6K -53 -0.9%