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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
LT
2426
Legacy Trust
Michigan
$241K +$21.3K +245 +10%
TYCC
2427
Texas Yale Capital Corp
Florida
$241K
RYIA
2428
Roehl & Yi Investment Advisors
Oregon
$241K +$4.95K +57 +2%
VHAM
2429
Van Hulzen Asset Management
California
$240K +$16.1K +185 +8%
CFFP
2430
Center for Financial Planning
Michigan
$239K +$217K +2,494 +3,370%
PIP
2431
Peachtree Investment Partners
Florida
$239K +$4.34K +50 +2%
IA
2432
Intellus Advisors
Florida
$239K +$10.9K +125 +5%
BB
2433
Bell Bank
North Dakota
$239K +$223K +2,563 New
SC
2434
Saturna Capital
Washington
$238K
PAI
2435
Pittenger & Anderson Inc
Nebraska
$238K -$260K -3,000 -54%
KFA
2436
Kapstone Financial Advisors
Ohio
$238K
FWA
2437
Flagship Wealth Advisors
Massachusetts
$238K
HIS
2438
Harvest Investment Services
Illinois
$238K -$202K -2,327 -48%
AF
2439
Affiance Financial
Minnesota
$238K
QFW
2440
QTR Family Wealth
Florida
$237K +$224K +2,583 New
CB
2441
Centennial Bank
Arkansas
$237K
MKC
2442
M. Kraus & Co
Vermont
$237K
IW
2443
Instrumental Wealth
Florida
$237K +$9.12K +105 +4%
GAM
2444
Gemmer Asset Management
California
$236K
TCOTS
2445
Trust Company of the South
North Carolina
$236K +$220K +2,530 New
ILI
2446
Invesco LLC (Illinois)
Illinois
$236K
VFP
2447
Verus Financial Partners
Virginia
$235K +$260 +3 +0.1%
AAS
2448
Asset Allocation Strategies
Michigan
$235K +$219K +2,519 New
CS
2449
Capital Square
Tennessee
$235K -$104K -1,200 -32%
GFM
2450
GF Fund Management
China
$235K +$219K +2,517 New