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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
Cohen & Steers
2401
Cohen & Steers
New York
$252K
FWP
2402
Firethorn Wealth Partners
Georgia
$252K -$2.26K -26 -1%
BIA
2403
Beacon Investment Advisors
Maryland
$252K
SF
2404
SWP Financial
California
$251K +$2.52K +29 +1%
BBA
2405
Braun-Bostich & Associates
Pennsylvania
$250K -$33.5K -386 -13%
RA
2406
Riversedge Advisors
Delaware
$250K +$12.2K +140 +6%
GAM
2407
Grandview Asset Management
Pennsylvania
$250K -$38.7K -446 -14%
WPA
2408
West Paces Advisors
Georgia
$250K +$5.38K +62 +2%
WFPG
2409
Waller Financial Planning Group
Ohio
$249K
LFWA
2410
LiftPoint Family Wealth Advisors
New Jersey
$249K +$232K +2,671 New
AWA
2411
AGH Wealth Advisors
Kansas
$248K -$35.3K -407 -13%
NCM
2412
NCM Capital Management
New Jersey
$248K
ITB
2413
Idaho Trust Bank
Idaho
$248K
CCP
2414
Clarkston Capital Partners
Michigan
$247K
KFS
2415
Kurt F. Somerville
$247K
SCM
2416
Spring Capital Management
Texas
$246K
GSIAS
2417
Garden State Investment Advisory Services
New Jersey
$245K +$227K +2,620 New
BPC
2418
Bearing Point Capital
Minnesota
$244K +$228K +2,623 New
IWP
2419
Innova Wealth Partners
Pennsylvania
$244K +$228K +2,621 New
CA
2420
Cannon Advisors
North Carolina
$244K -$26K -300 -10%
BST
2421
Bath Savings Trust
Maine
$243K +$3.82K +44 +2%
WF
2422
Whelan Financial
California
$243K -$65K -749 -22%
EP
2423
Essential Planning
New Hampshire
$242K
CA
2424
Calton & Associates
Florida
$242K +$225K +2,595 New
BONST
2425
Bank of Nova Scotia Trust
Ontario, Canada
$241K +$225K +2,591 New