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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
SHFG
2076
S Harris Financial Group
Texas
$386K +$359K +4,139 New
CPC
2077
Consolidated Planning Corp
Georgia
$385K -$8.68K -100 -2%
LPFG
2078
Landing Point Financial Group
Ohio
$385K -$13.3K -153 -4%
BBPWM
2079
Blue Bell Private Wealth Management
Pennsylvania
$385K
CCG
2080
Cypress Capital Group
Florida
$385K +$144K +1,659 +67%
BC
2081
Brio Consultants
California
$384K +$28.4K +327 +9%
FGI
2082
Foresight Global Investors
New York
$384K
VW
2083
Vantus Wealth
Pennsylvania
$383K +$357K +4,113 New
LWA
2084
Legacy Wealth Advisors
Florida
$383K +$357K +4,111 New
PCM
2085
Polymer Capital Management
New York
$383K -$2.2M -25,392 -86%
MWP
2086
Madison Wealth Partners
Wisconsin
$382K +$356K +4,103 New
TFA
2087
Tobias Financial Advisors
Florida
$382K +$61.7K +711 +21%
KFS
2088
Keynote Financial Services
Connecticut
$382K
LCS
2089
Levin Capital Strategies
New York
$382K
LA
2090
Lifeworks Advisors
Michigan
$382K +$13.3K +153 +4%
AMBIA
2091
Allen Mooney & Barnes Investment Advisors
Georgia
$382K -$11.8K -136 -3%
KIA
2092
Koenig Investment Advisory
Oregon
$379K +$381K +4,387 New
MG
2093
Marex Group
$378K +$53.7K +618 +18%
SIM
2094
SSI Investment Management
California
$378K
DWS
2095
Discipline Wealth Solutions
South Carolina
$377K +$351K +4,048 New
AIM
2096
Avity Investment Management
Connecticut
$377K +$16.5K +190 +5%
JWM
2097
JGP Wealth Management
Oregon
$377K
PSP
2098
Principal Street Partners
Tennessee
$376K +$16.2K +187 +5%
WAM
2099
Weinberger Asset Management
California
$376K -$31.7K -365 -8%
NLP
2100
Next Level Private
New York
$376K +$84K +968 +32%