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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,872
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85B
Puts
$5.44B
Net Calls
Net Calls Change

Top Buyers

1 +$634M
2 +$279M
3 +$271M
4
UBS AM
UBS AM
Illinois
+$206M
5
Harris Associates
Harris Associates
Illinois
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
2476
Falcon Wealth Planning
California
$221K
BIM
2477
Baldwin Investment Management
Pennsylvania
$221K
FA
2478
FDx Advisors
Illinois
$221K
BWMG
2479
Barnes Wealth Management Group
California
$221K
ANBOT
2480
American National Bank of Texas
Texas
$221K
TLFA
2481
True Link Financial Advisors
California
$221K
WETS
2482
Wealth Enhancement Trust Services
South Dakota
$221K
ZWA
2483
Zinnia Wealth Advisory
Florida
$220K
KSWWM
2484
Keyes Stange & Wooten Wealth Management
Florida
$220K
SGFG
2485
Silver Grove Financial Group
New York
$220K
CIP
2486
Capital Insight Partners
Arizona
$220K
DFS
2487
Dixon Fnancial Services
California
$219K
BCP
2488
Berkeley Capital Partners
Georgia
$219K
GFPC
2489
Global Financial Private Client
Florida
$219K
TC
2490
T3 Companies
New York
$219K
CB
2491
CNB Bank
Pennsylvania
$219K
SA
2492
Sovran Advisors
California
$219K
ISS
2493
Intesa Sanpaolo SpA.
Italy
$219K
AAG
2494
Armstrong Advisory Group
Massachusetts
$219K
VC
2495
Veracity Capital
Georgia
$218K
ECA
2496
Elevated Capital Advisors
Utah
$218K
MWM
2497
Madrid Wealth Management
New Mexico
$218K
VIA
2498
Victrix Investment Advisors
Florida
$218K
DIM
2499
DLK Investment Management
California
$217K
IWP
2500
Invenio Wealth Partners
Florida
$217K