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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
CBT
2101
CoreFirst Bank & Trust
Kansas
$376K -$38.1K -439 -10%
MAMU
2102
Myriad Asset Management US
Florida
$376K -$900K -10,368 -72%
BHWM
2103
Bar Harbor Wealth Management
New Hampshire
$376K -$39.1K -450 -10%
PCA
2104
Peddock Capital Advisors
Massachusetts
$375K
JHP
2105
James Hambro & Partners
United Kingdom
$375K
MFF
2106
Michels Family Financial
Texas
$374K +$101K +1,158 +41%
LC
2107
Lawood & Co
Pennsylvania
$373K +$348K +4,007 New
BFW
2108
Brady Family Wealth
Missouri
$373K +$348K +4,003 New
EP
2109
EPIQ Partners
Minnesota
$373K
UBV
2110
United Bank (Virginia)
Virginia
$373K
BI
2111
Bramshill Investments
Florida
$373K +$347K +4,000 New
SQA
2112
Simon Quick Advisors
New Jersey
$373K +$347K +3,997 New
MA
2113
MJP Associates
Connecticut
$371K +$28.4K +327 +9%
SL
2114
StoryOne LLC
Kansas
$371K
IAG
2115
Investment Advisory Group
Massachusetts
$371K -$3.3K -38 -0.9%
MO
2116
McMillan Office
Michigan
$371K +$345K +3,978 New
1L
2117
10Elms LLP
Oklahoma
$370K
WCFA
2118
Walkner Condon Financial Advisors
Wisconsin
$369K -$3.99K -46 -1%
KA
2119
Kure Advisory
Minnesota
$369K +$344K +3,959 New
PPWM
2120
Paragon Private Wealth Management
Kentucky
$369K +$35.3K +407 +11%
UWPG
2121
Ullmann Wealth Partners Group
Florida
$369K -$43.4K -500 -11%
NWM
2122
Northcape Wealth Management
New York
$369K -$15.5K -179 -4%
GWWM
2123
Great Waters Wealth Management
Minnesota
$367K -$3.21K -37 -0.9%
SIC
2124
SJS Investment Consulting
Ohio
$367K +$36.2K +417 +12%
IWA
2125
Integrity Wealth Advisors
California
$366K -$279K -3,216 -45%