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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
PFM
2451
Phillips Financial Management
Indiana
$234K +$218K +2,516 New
NAMM
2452
NorthStar Asset Management (Massachusetts)
Massachusetts
$233K +$217K +2,501 New
MWP
2453
Meridian Wealth Partners
Pennsylvania
$233K -$3.73K -43 -2%
BWM
2454
Buckley Wealth Management
Nevada
$233K
VCM
2455
Violich Capital Management
California
$233K
CWA
2456
CogentBlue Wealth Advisors
Tennessee
$232K -$3.13K -36 -1%
ZF
2457
Zhang Financial
Michigan
$232K +$87 +1 +0%
EBA
2458
Eagle Bay Advisors
New York
$232K +$8.77K +101 +4%
FAN
2459
Financial Advisors Network
California
$232K +$5.3K +61 +3%
ACA
2460
Aspire Capital Advisors
Washington
$232K -$17.2K -198 -7%
EL
2461
Essex LLC
Illinois
$232K +$216K +2,486 New
HPC
2462
Hobart Private Capital
North Carolina
$231K +$215K +2,480 New
FBFS
2463
First Business Financial Services
Wisconsin
$230K +$4.17K +48 +2%
KOC
2464
Koss-Olinger Consulting
Florida
$230K -$9.64K -111 -4%
WAS
2465
WESPAC Advisors SoCal
California
$229K +$214K +2,461 New
PFM
2466
Patton Fund Management
Texas
$229K -$61K -703 -22%
IPW
2467
Impact Partnership Wealth
Georgia
$229K +$213K +2,453 New
GWP
2468
Gateway Wealth Partners
Wisconsin
$229K +$213K +2,452 New
ACA
2469
American Capital Advisory
Idaho
$228K +$2.08K +24 +1%
SAM
2470
Smithbridge Asset Management
Pennsylvania
$228K +$213K +2,450 New
AIM
2471
Aigen Investment Management
New York
$228K +$212K +2,444 New
SGI
2472
Swan Global Investments
Colorado
$228K +$212K +2,441 New
HCA
2473
Harbour Capital Advisors
Virginia
$227K +$207K +2,386 New
EA
2474
Echo45 Advisors
California
$227K +$211K +2,433 New
TWM
2475
TopTier Wealth Management
Wisconsin
$226K +$211K +2,426 New