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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
SI
2001
Saxon Interests
Texas
$420K +$27.9K +321 +8%
BWP
2002
Bernardo Wealth Planning
Pennsylvania
$419K +$25.3K +291 +7%
AFA
2003
AA Financial Advisors
Ohio
$418K -$34.1K -393 -8%
LWM
2004
LeConte Wealth Management
Tennessee
$417K +$30.2K +348 +8%
ATS
2005
Ashton Thomas Securities
New York
$416K +$260 +3 +0.1%
FWM
2006
Focused Wealth Management
New York
$416K -$42.2K -486 -10%
JWWM
2007
Johnson & White Wealth Management
Pennsylvania
$416K -$2.95K -34 -0.8%
BBW
2008
Blue Barn Wealth
Utah
$415K -$227K -2,614 -37%
LIP
2009
Lynch Investment Planning
Pennsylvania
$415K +$386K +4,451 New
SEP
2010
Southland Equity Partners
Missouri
$414K +$521 +6 +0.1%
FHC
2011
First Heartland Consultants
Missouri
$414K -$30.5K -351 -7%
SF
2012
Symphony Financial
Texas
$414K +$4.17K +48 +1%
TAP
2013
TSG Advice Partners
Ohio
$414K +$386K +4,441 New
OFW
2014
Omnia Family Wealth
Florida
$414K
LAM
2015
Lewis Asset Management
California
$413K
NCM
2016
Narwhal Capital Management
Georgia
$413K
SI
2017
Seeds Investor
New York
$413K +$28.8K +332 +8%
EC
2018
EdgeRock Capital
Colorado
$413K +$25K +288 +7%
FAB
2019
First American Bank
Illinois
$412K
PWM
2020
Partners Wealth Management
California
$412K
KLWA
2021
Kelly Lawrence W & Associates
California
$410K
DE
2022
DV Equities
Illinois
$409K +$381K +4,393 New
MA
2023
MKT Advisors
California
$409K +$87 +1 +0%
ADL
2024
Asset Dedication LLC
California
$409K -$61.5K -708 -14%
CWM
2025
Concentrum Wealth Management
California
$408K -$17.7K -204 -4%