We are live on ! Find out more
WFC icon

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
SIG
2051
Sargent Investment Group
Maryland
$397K +$370K +4,260 New
SWM
2052
Stronghold Wealth Management
Florida
$396K +$369K +4,254 New
TW
2053
Towerpoint Wealth
California
$396K
SPF
2054
South Plains Financial
Texas
$396K +$96.2K +1,108 +35%
MAG
2055
Mokosak Advisory Group
Iowa
$396K -$80K -922 -18%
CWM
2056
Chesapeake Wealth Management
Virginia
$395K
WPW
2057
Waldron Private Wealth
Pennsylvania
$395K +$2.43K +28 +0.7%
SRL
2058
Scientech Research LLC
New Jersey
$395K +$368K +4,238 New
PB
2059
Prosperity Bancshares
Texas
$394K +$367K +4,232 New
AMPWP
2060
Alvarez & Marsal Private Wealth Partners
Florida
$394K +$367K +4,226 New
CWM
2061
Centurion Wealth Management
Virginia
$393K +$4.86K +56 +1%
CWA
2062
Centennial Wealth Advisory
Michigan
$392K +$21.4K +246 +6%
W
2063
Wealthquest
Ohio
$391K +$364K +4,192 New
CMAI
2064
Capital Management Associates Inc
Minnesota
$390K -$281K -3,240 -44%
LFA
2065
Laraway Financial Advisors
Minnesota
$390K
DIP
2066
DT Investment Partners
Pennsylvania
$390K +$166K +1,914 +84%
CNB
2067
Camden National Bank
Maine
$389K +$32.8K +378 +10%
EIP
2068
Ellis Investment Partners
Pennsylvania
$389K +$1.3K +15 +0.4%
GBT
2069
Grove Bank & Trust
Florida
$388K
CAG
2070
Centerpoint Advisory Group
Kansas
$388K
GAM
2071
Gould Asset Management
California
$387K -$52.1K -600 -13%
OWA
2072
Octavia Wealth Advisors
Ohio
$387K -$521 -6 -0.1%
FA
2073
Fedenia Advisers
Wisconsin
$387K -$5.56K -64 -2%
IIM
2074
Ipswich Investment Management
Massachusetts
$387K +$4.6K +53 +1%
PCMNC
2075
Piedmont Capital Management (North Carolina)
North Carolina
$386K +$359K +4,140 New