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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
VSQM
1826
V-Square Quantitative Management
Illinois
$543K +$506K +5,826 New
CIM
1827
Cambria Investment Management
California
$541K +$270K +3,106 +115%
AFG
1828
Allegheny Financial Group
Pennsylvania
$541K +$10.9K +125 +2%
DAM
1829
Deltec Asset Management
New York
$541K +$504K +5,800 New
XT
1830
XTX Topco
Cayman Islands
$539K -$3.58M -41,199 -88%
LHP
1831
Lexington Hill Partners
Texas
$539K +$502K +5,783 New
ITIM
1832
Indiana Trust & Investment Management
Indiana
$539K
MFC
1833
Morris Financial Concepts
South Carolina
$539K
GCA
1834
Gallagher Capital Advisors
Texas
$538K +$500K +5,765 New
SFS
1835
Stiles Financial Services
Minnesota
$537K -$4.78K -55 -0.9%
EFG
1836
Elevated Financial Group
Indiana
$537K +$500K +5,764 New
CAM
1837
Campion Asset Management
Virginia
$537K -$3.47K -40 -0.7%
AIA
1838
AssuredPartners Investment Advisors
Florida
$536K -$6.16K -71 -1%
1C
1839
111 Capital
France
$536K +$499K +5,751 New
FCFC
1840
First Citizens Financial Corp
Iowa
$535K -$17.4K -201 -3%
DWM
1841
Denver Wealth Management
Colorado
$533K -$695 -8 -0.1%
TW
1842
Traveka Wealth
California
$533K +$1.74K +20 +0.4%
TPA
1843
Trivium Point Advisory
Connecticut
$532K +$21.8K +251 +5%
UF
1844
Univest Financial
Pennsylvania
$532K +$2.52K +29 +0.5%
BIA
1845
BHK Investment Advisors
Alabama
$529K +$268K +3,085 +119%
UWM
1846
Urban Wealth Management
California
$529K +$493K +5,678 New
CFP
1847
Cascade Financial Partners
California
$528K -$16.3K -188 -3%
SFC
1848
SYM Financial Corp
Indiana
$525K +$22.8K +263 +5%
AW
1849
Avion Wealth
Texas
$525K -$347 -4 -0.1%
CGPCS
1850
Capital Group Private Client Services
California
$525K