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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
CC
2326
Constitution Capital
Connecticut
$280K -$200K -2,300 -43%
AT
2327
Avalon Trust
New Mexico
$280K -$3.91K -45 -1%
TIP
2328
Torray Investment Partners
Maryland
$280K
SOAMC
2329
Spirit of America Management Corp
New York
$280K +$86.8K +1,000 +50%
GFG
2330
Greenberg Financial Group
Arizona
$280K +$260K +3,000 New
CAM
2331
Cozad Asset Management
Illinois
$279K -$34.9K -402 -12%
SFG
2332
Sovereign Financial Group
Connecticut
$279K +$25.3K +291 +11%
WA
2333
WBH Advisory
Maryland
$279K +$21.8K +251 +9%
IA
2334
IFG Advisory
Georgia
$277K +$258K +2,971 New
MWA
2335
Muirfield Wealth Advisors
North Carolina
$276K +$257K +2,966 New
OHWP
2336
Oak Harbor Wealth Partners
North Carolina
$276K +$608 +7 +0.2%
FAM
2337
Flaharty Asset Management
Florida
$276K +$257K +2,961 New
TDC
2338
Thompson Davis & Co
Virginia
$276K -$608 -7 -0.2%
JWM
2339
Jessup Wealth Management
Ohio
$275K -$10.2K -118 -4%
UFA
2340
Uptown Financial Advisors
Texas
$274K
VBA
2341
von Borstel & Associates
Oregon
$274K -$537K -6,181 -68%
MFG
2342
MidWestOne Financial Group
Iowa
$273K +$255K +2,933 New
MAM
2343
McLean Asset Management
Virginia
$273K +$781 +9 +0.3%
HCM
2344
Hengehold Capital Management
Ohio
$272K +$174 +2 +0.1%
EIA
2345
Edgemoor Investment Advisors
Maryland
$272K -$37.8K -435 -13%
JTWM
2346
Jackson Thornton Wealth Management
Alabama
$271K +$244K +2,811 New
KL
2347
KWMG LLC
Kansas
$270K -$3.04K -35 -1%
HPBT
2348
Hickory Point Bank & Trust
Illinois
$270K
HNWA
2349
Henrickson Nauta Wealth Advisors
Michigan
$269K +$242K +2,792 New
SFG
2350
Sunburst Financial Group
Alabama
$269K