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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
CWA
2201
Consilio Wealth Advisors
Washington
$330K +$434 +5 +0.1%
EWS
2202
Eagle Wealth Strategies
New Jersey
$329K -$3.3K -38 -1%
PAG
2203
Powers Advisory Group
Illinois
$327K +$955 +11 +0.3%
SFC
2204
Sprinkle Financial Consultants
Colorado
$327K
B
2205
BetterWealth
California
$327K -$2.87K -33 -0.9%
CIS
2206
Custom Index Systems
New York
$326K
MWM
2207
McMill Wealth Management
Nebraska
$325K
PSP
2208
Pacific Sage Partners
Washington
$325K +$12.4K +143 +4%
HFS
2209
Howard Financial Services
Texas
$325K +$56K +645 +23%
A
2210
Alongside
Texas
$325K +$303K +3,486 New
CCFM
2211
Clear Creek Financial Management
Washington
$324K +$35.5K +409 +13%
DOA
2212
D'Orazio & Associates
Virginia
$324K +$3.65K +42 +1%
RFN
2213
RDA Financial Network
Iowa
$324K +$31K +357 +11%
LWM
2214
Lionshead Wealth Management
New York
$324K +$4.6K +53 +2%
WWM
2215
Westwood Wealth Management
California
$324K +$302K +3,473 New
WDG
2216
Wealth Dimensions Group
Ohio
$324K
NG
2217
Northstar Group
New York
$323K
TPWA
2218
Twin Peaks Wealth Advisors
California
$323K +$55.6K +641 +23%
SIC
2219
SFE Investment Counsel
California
$323K
FHA
2220
Flagship Harbor Advisors
Massachusetts
$323K -$25.1K -289 -8%
VDI
2221
Vaughan David Investments
Illinois
$323K -$43.4K -500 -13%
RA
2222
Rise Advisors
New York
$323K -$16.8K -193 -5%
BWP
2223
BSW Wealth Partners
Colorado
$323K -$2K -23 -0.7%
DCA
2224
DB&C Advisors
Michigan
$319K +$297K +3,426 New
LCA
2225
Legend Capital Advisors
New York
$319K +$297K +3,423 New