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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
AA
1976
ALPS Advisors
Colorado
$437K +$22K +253 +6%
CPCM
1977
Cardinal Point Capital Management
Ontario, Canada
$436K
WIM
1978
Warwick Investment Management
Texas
$435K -$25.9K -298 -6%
BGAI
1979
Bruce G. Allen Investments
Colorado
$435K -$28.8K -332 -7%
OWCM
1980
One Wealth Capital Management
Arizona
$433K +$37K +426 +10%
DG
1981
Diesslin Group
Texas
$432K +$402K +4,632 New
TWA
1982
Talisman Wealth Advisors
New Jersey
$432K -$15.4K -177 -4%
HNWAG
1983
High Net Worth Advisory Group
Florida
$431K -$12.4K -143 -3%
BI
1984
Ballast Inc
Kentucky
$429K +$26.6K +306 +7%
CFS
1985
CRA Financial Services
New Jersey
$429K +$4.08K +47 +1%
PC
1986
Prairiewood Capital
North Dakota
$428K
MCWA
1987
Meadow Creek Wealth Advisors
Georgia
$427K +$85.1K +980 +27%
IQI
1988
Integrated Quantitative Investments
Washington
$427K +$398K +4,581 New
CFG
1989
Copley Financial Group
California
$427K -$5.3K -61 -1%
WAAG
1990
Wealth Alliance Advisory Group
Kansas
$426K +$1.3K +15 +0.3%
CGH
1991
CMG Global Holdings
Texas
$426K +$109K +1,251 +38%
NBWM
1992
North Berkeley Wealth Management
California
$426K +$31.7K +365 +9%
PSC
1993
Prentiss Smith & Co
Vermont
$425K
SFB
1994
STAR Financial Bank
Indiana
$423K -$166K -1,910 -30%
ORC
1995
O'Rourke & Company
Massachusetts
$423K -$17.2K -198 -4%
BFA
1996
Beacon Financial Advisory
Ohio
$421K -$1.74K -20 -0.4%
GKIM
1997
GW&K Investment Management
Massachusetts
$421K +$1.91K +22 +0.5%
SCG
1998
Sonata Capital Group
Washington
$421K +$86.8K +1,000 +28%
PWG
1999
Private Wealth Group
Florida
$421K +$9.38K +108 +2%
S
2000
Sunpointe
Missouri
$421K +$30.2K +348 +8%