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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
GWM
2276
Greenwich Wealth Management
Connecticut
$297K
BFC
2277
Blue Fin Capital
Rhode Island
$296K +$3.3K +38 +1%
IAS
2278
Investment Advisory Services
Texas
$296K +$14K +161 +5%
WA
2279
Walsh & Associates
Florida
$295K +$275K +3,167 New
AGC
2280
August Group Capital
$295K +$275K +3,166 New
PCM
2281
Penserra Capital Management
California
$295K -$3.82K -44 -1%
FWM
2282
Forza Wealth Management
Florida
$295K
VCM
2283
Vivaldi Capital Management
Illinois
$294K -$9.2K -106 -3%
WPW
2284
Watershed Private Wealth
Illinois
$294K +$274K +3,158 New
KCP
2285
Kera Capital Partners
California
$294K +$23.9K +275 +9%
AP
2286
Atwood & Palmer
Missouri
$294K
JWS
2287
Juncture Wealth Strategies
Arizona
$294K
TAP
2288
Tounjian Advisory Partners
Florida
$293K -$14.2K -164 -5%
SCA
2289
Scott Capital Advisors
Oregon
$293K -$3.65K -42 -1%
4A
2290
4Wealth Advisors
Illinois
$293K +$273K +3,140 New
WSFG
2291
Wall Street Financial Group
Illinois
$292K +$18.8K +217 +7%
HFAS
2292
Hummer Financial Advisory Services
Illinois
$291K
EV
2293
EJMK Ventures
Illinois
$291K +$271K +3,121 New
CMF
2294
Counterpoint Mutual Funds
California
$291K -$78.6K -905 -22%
OWM
2295
Omnitrust Wealth Management
Florida
$290K +$270K +3,108 New
EI
2296
Ellevest Inc
New York
$288K -$1.65K -19 -0.6%
CWA
2297
Canvas Wealth Advisors
Kansas
$288K -$3.65K -42 -1%
NCTC
2298
New Covenant Trust Company
Indiana
$288K -$7.55K -87 -3%
NCMW
2299
Northern Capital Management (Washington)
Washington
$287K -$521 -6 -0.2%
IPWA
2300
International Private Wealth Advisors
California
$286K