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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
HCA
1951
Heck Capital Advisors
Wisconsin
$451K +$420K +4,839 New
TI
1952
tru Independence
Oregon
$451K +$69.5K +801 +20%
IP
1953
Ignite Planners
California
$450K +$50.3K +579 +13%
GA
1954
GFS Advisors
Texas
$448K
BDF
1955
Black Diamond Financial
Maryland
$448K -$2.34K -27 -0.6%
GITFIT
1956
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$447K
DCM
1957
Donaldson Capital Management
Indiana
$447K +$183K +2,105 +78%
RWP
1958
Revolve Wealth Partners
New Jersey
$447K +$6.16K +71 +2%
SAM
1959
Strategy Asset Managers
California
$446K +$36.3K +418 +10%
SP
1960
Stonebrook Private
Michigan
$444K +$22.2K +256 +6%
RWA
1961
Roberts Wealth Advisors
California
$443K +$413K +4,756 New
MCCA
1962
Mill Creek Capital Advisors
Pennsylvania
$443K +$73.3K +844 +22%
GSWM
1963
Golden State Wealth Management
California
$442K -$13.4K -154 -3%
ALA
1964
Atlas Legacy Advisors
California
$442K +$16.4K +189 +4%
SIAG
1965
Safeguard Investment Advisory Group
California
$441K -$253K -2,917 -38%
HA
1966
HFG Advisors
Ohio
$441K
AIA
1967
Alternative Investment Advisors
Florida
$440K +$4.34K +50 +1%
PMFA
1968
Plante Moran Financial Advisors
Michigan
$440K -$25.6K -295 -6%
MAM
1969
Martingale Asset Management
Massachusetts
$440K +$410K +4,721 New
KFP
1970
Kerr Financial Planning
California
$440K +$1.65K +19 +0.4%
DWM
1971
Destination Wealth Management
California
$439K -$16.8K -193 -4%
FI
1972
Fosun International
China
$438K +$408K +4,698 New
FCMT
1973
Founders Capital Management (Texas)
Texas
$438K
CSC
1974
Caldwell Sutter Capital
California
$438K -$19.4K -224 -5%
GWA
1975
Gratus Wealth Advisors
Virginia
$438K +$174K +2,003 +74%