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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
KWA
2026
Kondo Wealth Advisors
California
$407K +$379K +4,364 New
PFA
2027
Professional Financial Advisors
Nebraska
$407K +$1.82K +21 +0.5%
AT
2028
American Trust
Kentucky
$406K +$5.3K +61 +1%
ICP
2029
Impact Capital Partners
Colorado
$404K -$695 -8 -0.2%
CAL
2030
Capital Analysts LLC
Pennsylvania
$404K +$31.9K +368 +9%
LG
2031
Leuthold Group
Minnesota
$404K
TWA
2032
TCI Wealth Advisors
Arizona
$404K -$34.6K -399 -8%
TFCP
2033
Twin Focus Capital Partners
Massachusetts
$403K +$24.2K +279 +7%
EA
2034
Evolution Advisers
Virginia
$403K
KWM
2035
KFG Wealth Management
Indiana
$403K -$44.3K -510 -11%
CPW
2036
Cogent Private Wealth
Florida
$402K +$375K +4,318 New
GJWM
2037
Gilliland Jeter Wealth Management
Arkansas
$402K -$608 -7 -0.2%
EAN
2038
Excelsior Advisor Network
Colorado
$402K +$375K +4,317 New
CWM
2039
Circle Wealth Management
New Jersey
$401K +$20.8K +240 +6%
OCM
2040
Osterweis Capital Management
California
$401K
RBC
2041
Romano Brothers & Co
Illinois
$401K +$3.82K +44 +1%
AWM
2042
Ameliora Wealth Management
Switzerland
$400K
SFA
2043
Souders Financial Advisors
Ohio
$400K +$39K +449 +12%
CCIA
2044
Cherry Creek Investment Advisors
Colorado
$400K +$1.04K +12 +0.3%
EIG
2045
Ellenbecker Investment Group
Wisconsin
$399K +$25.5K +294 +7%
TTWM
2046
TCV Trust & Wealth Management
Virginia
$399K +$17.4K +200 +5%
ACP
2047
Aviance Capital Partners
Florida
$398K +$46.2K +532 +14%
QC
2048
Quadrature Capital
United Kingdom
$398K +$371K +4,273 New
BFA
2049
Bill Few Associates
Pennsylvania
$397K
MHR
2050
Matthew Hamilton Rosenberg
$397K -$1.56K -18 -0.4%