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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
HWA
2301
Heartwood Wealth Advisors
Virginia
$285K -$16.1K -185 -6%
EFG
2302
Ethos Financial Group
Pennsylvania
$285K +$38.9K +448 +17%
FFG
2303
First Financial Group
North Carolina
$284K -$77.9K -897 -23%
LS
2304
Leelyn Smith
Illinois
$284K
TAFW
2305
Tred Avon Family Wealth
Maryland
$284K -$30.4K -350 -10%
CFS
2306
Compass Financial Services
Iowa
$284K +$695 +8 +0.3%
JGIA
2307
Jackson Grant Investment Advisers
Connecticut
$284K +$4.6K +53 +2%
GRR
2308
Golden Reserve Retirement
Ohio
$284K +$264K +3,046 New
GA
2309
Goldstein Advisors
Wisconsin
$283K +$20.8K +240 +9%
SHWM
2310
Smith & Howard Wealth Management
Georgia
$283K
PCP
2311
Panoramic Capital Partners
Oregon
$282K +$6.08K +70 +2%
IF
2312
Ironwood Financial
Arizona
$282K
UBG
2313
United Bank (Georgia)
Georgia
$282K -$17.8K -205 -6%
DFG
2314
Demars Financial Group
Washington
$282K
BOH
2315
Bank of Hawaii
Hawaii
$281K +$7.73K +89 +3%
AA
2316
Apriem Advisors
California
$281K -$10.6K -122 -4%
GA
2317
GSG Advisors
New Jersey
$281K -$138K -1,588 -35%
EFSCE
2318
Enterprise Financial Services Corp (EFSC)
Missouri
$281K +$54.1K +623 +26%
IWAO
2319
Independence Wealth Advisors (Ohio)
Ohio
$281K +$262K +3,014 New
CCP
2320
Cane Capital Partners
Louisiana
$281K +$261K +3,011 New
FA
2321
Fiducient Advisors
Illinois
$281K
ARG
2322
Advisory Resource Group
Oklahoma
$280K -$3.3K -38 -1%
DP
2323
Denver PWM
Colorado
$280K
CAM
2324
CPA Asset Management
Florida
$280K
DIP
2325
Davis Investment Partners
North Carolina
$280K -$12.4K -143 -5%