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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
VWA
1876
VSM Wealth Advisory
Maryland
$506K +$15.3K +176 +3%
VAG
1877
VisionPoint Advisory Group
Texas
$505K -$77.2K -889 -14%
FIM
1878
Fruth Investment Management
Texas
$504K
OC
1879
Opal Capital
Florida
$504K +$462K +5,324 New
EMAM
1880
Encompass More Asset Management
California
$503K -$5.64K -65 -1%
SNBOSD
1881
Security National Bank of So Dak
Iowa
$499K -$29.7K -342 -6%
GWM
1882
GK Wealth Management
Nevada
$498K -$35.3K -407 -7%
VCP
1883
Vista Capital Partners
Oregon
$498K +$77.3K +890 +20%
ACM
1884
Arcataur Capital Management
Wisconsin
$497K -$868 -10 -0.2%
4WM
1885
49 Wealth Management
Texas
$496K +$36.9K +425 +9%
RFA
1886
Register Financial Advisors
Georgia
$495K +$260 +3 +0.1%
MFS
1887
Mirabella Financial Services
United Kingdom
$495K +$461K +5,310 New
AA
1888
Ahara Advisors
New Jersey
$494K +$460K +5,302 New
NWWA
1889
New Wave Wealth Advisors
Arkansas
$493K +$28.3K +326 +7%
CT
1890
Colonial Trust
South Carolina
$493K -$695 -8 -0.2%
RA
1891
Rational Advisors
New York
$493K +$459K +5,291 New
BFS
1892
BridgePort Financial Solutions
Iowa
$493K +$67.7K +780 +17%
PWM
1893
Prosperity Wealth Management
California
$492K +$459K +5,284 New
SHGA
1894
Sand Hill Global Advisors
California
$490K +$22.7K +261 +5%
JSSH
1895
J. Safra Sarasin Holding
$489K -$668K -7,690 -59%
NFC
1896
Northstar Financial Companies
Pennsylvania
$489K -$417K -4,804 -48%
MPCG
1897
Matrix Private Capital Group
New York
$485K
Fiera Capital (Canada)
1898
Fiera Capital (Canada)
Quebec, Canada
$484K +$451K +5,195 New
ACM
1899
Ayrshire Capital Management
Connecticut
$484K
AI
1900
AdvisorShares Investments
Maryland
$483K -$53.7K -619 -11%