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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
QFA
1926
Quantum Financial Advisors
California
$468K +$2.52K +29 +0.6%
WMA
1927
Wealth Management Associates
New Jersey
$468K +$347 +4 +0.1%
RL
1928
Ruffer LLP
United Kingdom
$467K
MJP
1929
Michael J. Puzo
$466K
AF
1930
Arrow Financial
New York
$465K -$62.9K -725 -13%
NC
1931
North Capital
Utah
$465K +$174K +1,999 +67%
HCMG
1932
Howard Capital Management Group
California
$461K
WF
1933
WoodTrust Financial
Wisconsin
$461K
FFA
1934
Founders Financial Alliance
North Carolina
$461K -$137K -1,577 -24%
MWM
1935
Maripau Wealth Management
Indiana
$460K +$260 +3 +0.1%
THL
1936
Tillman Hartley LLC
Colorado
$459K +$68K +783 +19%
MAM
1937
MMA Asset Management
Pennsylvania
$459K -$1.91K -22 -0.4%
CD
1938
Chapin Davis
Maryland
$459K
KNW
1939
Kesler Norman & Wride
Utah
$459K -$55.6K -641 -12%
SP
1940
Successful Portfolios
Florida
$459K +$5.3K +61 +1%
DWAM
1941
Duncan Williams Asset Management
Tennessee
$458K -$8.42K -97 -2%
MCA
1942
Millennium Capital Advisors
Arkansas
$458K
TVM
1943
True Vision MN
Minnesota
$457K +$29.7K +342 +7%
KFC
1944
Klingenstein Fields & Co
New York
$457K +$174 +2 +0%
BCM
1945
Buckhead Capital Management
Georgia
$456K
WAM
1946
Walker Asset Management
Missouri
$456K -$11.9K -137 -3%
BFP
1947
Brewster Financial Planning
New York
$456K +$1.91K +22 +0.5%
SIC
1948
Samalin Investment Counsel
New York
$455K -$6.25K -72 -1%
SGCA
1949
Steel Grove Capital Advisors
Tennessee
$455K
JWM
1950
Jacksonville Wealth Management
Florida
$452K