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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
WC
2151
Westhampton Capital
North Carolina
$354K -$171K -1,975 -34%
ABLA
2152
Alan B. Lancz & Associates
Ohio
$354K
UAG
2153
United Advisor Group
Ohio
$353K +$83.4K +961 +34%
BWS
2154
BCR Wealth Strategies
Alabama
$352K +$328K +3,783 New
PH
2155
Pinnacle Holdings
Oklahoma
$352K +$104K +1,200 +47%
HBW
2156
Hazlett, Burt & Watson
West Virginia
$351K +$30.6K +353 +10%
GSF
2157
Grove Street Fiduciary
New Hampshire
$351K
AWM
2158
Ariadne Wealth Management
California
$351K +$15.2K +175 +5%
RAM
2159
Reflection Asset Management
South Carolina
$351K +$327K +3,761 New
PCM
2160
Princeton Capital Management
New Jersey
$350K +$11.8K +136 +4%
AWC
2161
Adamsbrown Wealth Consultants
Kansas
$350K +$109K +1,260 +50%
EWM
2162
Elevatus Welath Management
New York
$349K +$325K +3,749 New
FSCM
2163
Front Street Capital Management
Montana
$349K +$23.7K +273 +8%
TNBTD
2164
Trustmark National Bank Trust Department
Mississippi
$348K +$22.8K +263 +8%
XSC
2165
X-Square Capital
Puerto Rico
$348K +$347 +4 +0.1%
CWA
2166
CM Wealth Advisors
Ohio
$347K +$324K +3,728 New
FFA
2167
Fi3 Financial Advisors
Indiana
$347K +$15.6K +180 +5%
NS
2168
Northland Securities
Minnesota
$345K +$321K +3,700 New
NWM
2169
Nolet Wealth Management
Texas
$345K +$321K +3,697 New
RWC
2170
Rare Wolf Capital
Washington
$344K +$321K +3,695 New
OWA
2171
Outlook Wealth Advisors
Texas
$343K +$1.56K +18 +0.5%
CCS
2172
Concentric Capital Strategies
Connecticut
$343K +$320K +3,685 New
BMO
2173
Beck Mack & Oliver
New York
$343K
AWC
2174
Abundance Wealth Counselors
Pennsylvania
$343K -$9.81K -113 -3%
M
2175
MATAURO
New York
$343K +$319K +3,680 New