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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
WSA
1901
Wealth Science Advisors
Georgia
$483K +$450K +5,179 New
IB
1902
Intrust Bank
Kansas
$482K -$9.72K -112 -2%
SMC
1903
Smith, Moore & Co
Missouri
$481K
BFF
1904
Byrne Financial Freedom
Massachusetts
$481K
CIEC
1905
Crédit Industriel et Commercial
France
$481K -$707K -8,145 -61%
SSA
1906
Sierra Summit Advisors
Nevada
$480K
OAS
1907
Optivise Advisory Services
Tennessee
$479K +$106K +1,218 +31%
HFP
1908
Holistic Financial Partners
Indiana
$478K +$34.5K +397 +8%
APM
1909
Advanced Portfolio Management
New York
$478K +$7.29K +84 +2%
MSA
1910
Marino Stram & Associates
Massachusetts
$478K +$87 +1 +0%
BFA
1911
Brown Financial Advisors
Ohio
$478K -$9.81K -113 -2%
FFC
1912
First Financial Corp
Indiana
$478K
SFG
1913
Seamount Financial Group
Colorado
$478K +$3.21K +37 +0.7%
OIS
1914
OneAscent Investment Solutions
Alabama
$477K
WH
1915
Willner & Heller
California
$476K +$2.34K +27 +0.5%
QL
1916
Quarry LP
New York
$476K +$426K +4,902 +2,427%
SPA
1917
Sherbrooke Park Advisers
New York
$473K +$194K +2,235 +79%
BHIA
1918
Birch Hill Investment Advisors
Massachusetts
$473K
RP
1919
Raelipskie Partnership
Ontario, Canada
$473K -$8.25K -95 -2%
FFG
1920
Fortem Financial Group
California
$472K
PS
1921
Planned Solutions
California
$471K +$52.1K +600 +13%
LWM
1922
Lakeridge Wealth Management
Ohio
$471K -$107K -1,230 -20%
CCM
1923
Check Capital Management
California
$470K +$54.3K +625 +14%
SWGC
1924
Summit Wealth Group (Colorado)
Colorado
$468K +$20.8K +240 +5%
FWA
1925
FSM Wealth Advisors
Ohio
$468K +$34.9K +402 +9%