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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
CAM
2251
Claret Asset Management
Quebec, Canada
$306K -$6.86K -79 -2%
HC
2252
Hara Capital
Washington
$305K
ACA
2253
Affinity Capital Advisors
California
$305K +$40.2K +463 +17%
CFA
2254
Capstone Financial Advisors
Illinois
$304K -$4.17K -48 -1%
FM
2255
Foster & Motley
Ohio
$304K -$8.51K -98 -3%
GIA
2256
Guyasuta Investment Advisors
Pennsylvania
$304K +$87 +1 +0%
PCMC
2257
Paragon Capital Management (Colorado)
Colorado
$303K
BIG
2258
Builder Investment Group
Georgia
$303K
RC
2259
Rovin Capital
Arizona
$302K -$1.04K -12 -0.4%
GWM
2260
GDS Wealth Management
Texas
$302K
FWM
2261
Finer Wealth Management
Massachusetts
$301K
OIS
2262
Okabena Investment Services
Minnesota
$301K +$69.5K +800 +33%
BSB
2263
Bangor Savings Bank
Maine
$300K +$24.7K +285 +10%
SPI
2264
Sutton Place Investors
New York
$300K -$2.69K -31 -1%
API
2265
Asset Planning Inc
California
$300K +$1.3K +15 +0.5%
BWM
2266
BNC Wealth Management
Oregon
$300K
CSB
2267
City State Bank
Iowa
$300K +$24.7K +285 +10%
SRM
2268
Shelter Rock Management
New York
$299K +$279K +3,212 New
EWA
2269
Emergent Wealth Advisors
New York
$299K +$30.9K +356 +12%
MTIC
2270
Missouri Trust & Investment Company
Missouri
$299K
HGWM
2271
Horst & Graben Wealth Management
Oregon
$298K +$174 +2 +0.1%
CIA
2272
Caledonia Investments (Australia)
Australia
$298K
KOMWMG
2273
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$298K +$1.48K +17 +0.5%
DDC
2274
DF Dent & Co
Maryland
$297K -$171K -1,965 -38%
BAM
2275
Brave Asset Management
New Jersey
$297K