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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
BFIC
1851
Bedell Frazier Investment Counselling
California
$525K +$11K +127 +2%
BI
1852
Bradyco Inc
Massachusetts
$525K
CCM
1853
Charter Capital Management
Wisconsin
$524K +$174 +2 +0%
MW
1854
Maia Wealth
Colorado
$523K -$23.2K -267 -4%
RWPA
1855
Richard W. Paul & Associates
Michigan
$523K -$37.3K -430 -7%
PWA
1856
Physician Wealth Advisors
Utah
$522K -$1.48K -17 -0.3%
MFWP
1857
Mosaic Family Wealth Partners
Missouri
$521K -$12.7K -146 -3%
PAMG
1858
Patton Albertson Miller Group
Tennessee
$520K +$7.99K +92 +2%
GKWIM
1859
Gerber Kawasaki Wealth & Investment Management
California
$517K +$482K +5,548 New
PWP
1860
Ponta Wealth Partners
Florida
$517K +$481K +5,545 New
RPWA
1861
Regent Peak Wealth Advisors
Georgia
$516K +$5.38K +62 +1%
EL
1862
EWA LLC
Pennsylvania
$515K +$6.86K +79 +1%
PWP
1863
Pursue Wealth Partners
California
$515K
RIA
1864
Regal Investment Advisors
Michigan
$514K +$118K +1,354 +33%
CTI
1865
Community Trust & Investment
Kentucky
$514K +$15.7K +181 +3%
GPW
1866
Genesis Private Wealth
Virginia
$513K -$1.13K -13 -0.2%
NPA
1867
Nichols & Pratt Advisers
Massachusetts
$513K -$17.4K -200 -4%
NED
1868
Nancy E. Dempze
$513K +$86.8K +1,000 +22%
WCM
1869
Wedge Capital Management
North Carolina
$511K -$7.64K -88 -2%
FPCP
1870
Fort Point Capital Partners
California
$509K +$497K +5,726 New
BMCM
1871
Bryn Mawr Capital Management
Pennsylvania
$509K +$81.3K +936 +21%
PCM
1872
Parsons Capital Management
Rhode Island
$508K
TIM
1873
Thompson Investment Management
Wisconsin
$508K -$17.4K -200 -4%
BMWS
1874
Brady Martz Wealth Solutions
North Dakota
$507K -$50.2K -578 -10%
DA
1875
Detalus Advisors
Missouri
$507K