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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
CF
2176
Convergence Financial
Missouri
$342K +$1.39K +16 +0.4%
COFSG
2177
Carbahal Olsen Financial Services Group
California
$342K +$1.04K +12 +0.3%
AA
2178
Auctus Advisors
North Carolina
$342K +$319K +3,672 New
MWA
2179
Motive Wealth Advisors
Michigan
$342K +$434 +5 +0.1%
FSA
2180
Financial Security Advisor
Virginia
$342K -$5.64K -65 -2%
EFG
2181
Embree Financial Group
Illinois
$341K +$28.8K +332 +10%
LWA
2182
Lifelong Wealth Advisors
Minnesota
$340K +$1.3K +15 +0.4%
BFA
2183
Beaumont Financial Advisors
Massachusetts
$338K +$3.82K +44 +1%
FCG
2184
Financial Connections Group
California
$337K
WRPWM
2185
Werba Rubin Papier Wealth Management
California
$336K +$47.6K +548 +18%
VV
2186
Verity & Verity
South Carolina
$336K -$54.3K -625 -15%
PWM
2187
Parkway Wealth Management
Texas
$336K +$313K +3,600 New
MHC
2188
May Hill Capital
Massachusetts
$335K +$31.4K +362 +11%
CTA
2189
Colonial Trust Advisors
South Carolina
$335K -$25.4K -292 -8%
HWMO
2190
Heritage Wealth Management (Ohio)
Ohio
$334K
NWA
2191
Navis Wealth Advisors
New York
$334K +$30.8K +355 +11%
CTWM
2192
Cherry Tree Wealth Management
Minnesota
$334K
BW
2193
Blalock Williams
Alabama
$333K +$35.4K +408 +13%
OPWM
2194
Oregon Pacific Wealth Management
Oregon
$333K -$7.12K -82 -2%
SCA
2195
Sandy Cove Advisors
Massachusetts
$332K +$11.6K +134 +4%
IA
2196
IFC Advisors
California
$331K +$35.2K +405 +13%
FOA
2197
Five Oceans Advisors
California
$331K +$781 +9 +0.3%
BW
2198
BXM Wealth
Colorado
$331K -$49.4K -569 -14%
EFG
2199
Everest Financial Group
Minnesota
$330K +$308K +3,545 New
WI
2200
Wedgewood Investors
Pennsylvania
$330K