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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
NC
2351
NewSquare Capital
Pennsylvania
$268K +$868 +10 +0.3%
SWM
2352
Sculati Wealth Management
Michigan
$268K -$17.3K -199 -6%
SP
2353
Symmetry Partners
Connecticut
$268K +$3.73K +43 +2%
USWIA
2354
UP Strategic Wealth Investment Advisors
Pennsylvania
$268K
IP
2355
Investment Partners
Ohio
$268K +$608 +7 +0.2%
WI
2356
WBI Investments
New Jersey
$268K +$347 +4 +0.1%
OCM
2357
Orion Capital Management
California
$267K +$174 +2 +0.1%
NB
2358
Northwest Bancshares
Pennsylvania
$267K -$6.51K -75 -3%
IWN
2359
Independent Wealth Network
Iowa
$266K +$434 +5 +0.2%
AWA
2360
A4 Wealth Advisors
North Carolina
$266K -$74.6K -859 -23%
BWA
2361
Blodgett Wealth Advisors
California
$265K +$247K +2,846 New
MHWM
2362
Montz Harcus Wealth Management
Louisiana
$264K +$5.21K +60 +2%
TWP
2363
Tempus Wealth Planning
California
$264K -$41.5K -478 -14%
AWM
2364
Aries Wealth Management
Maine
$264K +$11.3K +130 +5%
EWM
2365
Endowment Wealth Management
Wisconsin
$264K -$73.6K -848 -23%
PWM
2366
Power Wealth Management
Georgia
$263K -$130K -1,499 -35%
WWM
2367
WT Wealth Management
Arizona
$263K -$4.86K -56 -2%
XWL
2368
XXI Wealth LLC
Illinois
$263K +$245K +2,818 New
PIA
2369
Powell Investment Advisors
Florida
$263K
BIA
2370
Bell Investment Advisors
California
$262K -$93.8K -1,081 -28%
BWP
2371
Balboa Wealth Partners
Arizona
$262K -$105K -1,214 -30%
ERWM
2372
Elk River Wealth Management
Colorado
$261K
WIC
2373
Willis Investment Counsel
Georgia
$261K
WAS
2374
Winch Advisory Services
Wisconsin
$261K +$1.13K +13 +0.5%
GGS
2375
Galvin Gaustad & Stein
Arizona
$260K -$8.68K -100 -3%