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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
VC
2126
Vicus Capital
Pennsylvania
$365K -$108K -1,241 -24%
ACP
2127
Argyle Capital Partners
California
$364K -$23.4K -270 -6%
NDSI
2128
Newman Dignan & Sheerar Inc
Rhode Island
$364K
MIP
2129
Marietta Investment Partners
Wisconsin
$363K -$344K -3,960 -50%
SWA
2130
SFMG Wealth Advisors
Texas
$363K +$15.6K +180 +5%
MFS
2131
Madrona Financial Services
Washington
$363K +$2.69K +31 +0.8%
DWM
2132
DecisionMap Wealth Management
Virginia
$362K +$79.8K +919 +31%
RWM
2133
Riverbend Wealth Management
South Carolina
$362K +$17.4K +200 +5%
AT
2134
Adelphi Trust
Florida
$361K +$336K +3,870 New
FNWA
2135
Financial Network Wealth Advisors
Utah
$361K -$4.08K -47 -1%
CCA
2136
Cooper Capital Advisors
California
$360K
WF
2137
WealthPoint Financial
North Carolina
$360K +$335K +3,861 New
BOPW
2138
Brandywine Oak Private Wealth
Pennsylvania
$359K
TVPW
2139
Third View Private Wealth
Connecticut
$359K +$334K +3,852 New
AI
2140
Arvest Investments
Arkansas
$359K +$334K +3,849 New
LWCFA
2141
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$358K
AIA
2142
Accelerate Investment Advisors
California
$358K -$51.1K -589 -13%
GHA
2143
Granite Harbor Advisors
Texas
$357K -$4.43K -51 -1%
HWM
2144
HRC Wealth Management
Idaho
$357K +$955 +11 +0.3%
CCA
2145
Cottonwood Capital Advisors
Utah
$357K +$260 +3 +0.1%
PBF
2146
Petix & Botte Financial
California
$357K
UWM
2147
United Wealth Management
Virginia
$356K
CWM
2148
CarsonAllaria Wealth Management
Illinois
$356K -$22.4K -258 -6%
CAWM
2149
Capital Advisors Wealth Management
Washington
$355K -$5.9K -68 -2%
NWA
2150
New World Advisors
Massachusetts
$355K +$29K +334 +10%