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Wells Fargo

2,895 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,108 increasing their positions, 993 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 400 | 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: 2,6562,895 (+239)

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
2,895
Holders Change
+239
Holders Change %
+9%
% of All Funds
35.21%
Holding in Top 10
92
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.05%
% of All Funds
1.12%
New
400
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
BFO
2226
Boston Family Office
Massachusetts
$319K -$17.4K -200 -6%
WS
2227
Wilian Securities
Minnesota
$319K +$297K +3,418 New
CA
2228
Crewe Advisors
Utah
$318K +$8.42K +97 +3%
CAL
2229
Capital Advisors Ltd
Ohio
$317K
FFC
2230
Frederick Financial Consultants
Maryland
$317K -$33.2K -382 -10%
VC
2231
Veery Capital
Delaware
$316K +$6.95K +80 +2%
OC
2232
Oakworth Capital
Alabama
$316K +$25.6K +295 +10%
TC
2233
Trilogy Capital
California
$314K -$4.69K -54 -2%
IFA
2234
Index Fund Advisors
California
$313K +$608 +7 +0.2%
FCM
2235
Fortis Capital Management
Washington
$313K +$291K +3,355 New
FC
2236
Farringdon Capital
United Kingdom
$313K -$337K -3,885 -54%
ETS
2237
ESL Trust Services
New York
$312K
NPT
2238
Nixon Peabody Trust
Massachusetts
$312K +$9.98K +115 +4%
CWP
2239
Core Wealth Partners
California
$311K +$290K +3,339 New
PCH
2240
PGIM Custom Harvest
New Jersey
$311K +$15.7K +181 +6%
NAM
2241
NTV Asset Management
West Virginia
$310K -$45.6K -525 -14%
FMN
2242
Financial Management Network
California
$309K +$15.6K +180 +6%
HPM
2243
Hoxton Planning & Management
West Virginia
$308K +$7.21K +83 +3%
FWP
2244
Flatrock Wealth Partners
California
$308K +$287K +3,307 New
CPCP
2245
Cedar Point Capital Partners
Iowa
$308K -$1.74K -20 -0.6%
JWM
2246
Johnson Wealth Management
North Dakota
$308K +$287K +3,304 New
WCM
2247
Washington Capital Management
Washington
$308K
VWA
2248
Vistica Wealth Advisors
California
$307K +$286K +3,289 New
HA
2249
HC Advisors
Georgia
$306K
RPGK
2250
Retirement Planning Group (Kansas)
Kansas
$306K +$52.8K +608 +23%