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Wells Fargo

2,830 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,090 increasing their positions, 987 reducing their positions, and 108 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:

7% more funds holding

Funds holding: 2,6412,830 (+189)

1.65% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,830
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
$3.82B
Puts
$5.39B
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
IHL
2501
Investment House LLC
California
$205K
FWM
2502
Forefront Wealth Management
Pennsylvania
$205K
OCPWS
2503
One Charles Private Wealth Services
Massachusetts
$204K
SIG
2504
Spinnaker Investment Group
California
$204K
TBT
2505
Texas Bank & Trust
Texas
$203K
WMP
2506
Wealth Management Partners
Arizona
$203K
KPWM
2507
KDK Private Wealth Management
Texas
$202K
SWP
2508
Summit Wealth Partners
Florida
$202K
FF
2509
Formulate Financial
Florida
$202K
RWB
2510
RMR Wealth Builders
New Jersey
$202K
AWM
2511
Act Wealth Management
Texas
$202K
MFS
2512
McNamara Financial Services
Massachusetts
$202K
NRW
2513
Nova R Wealth
Kansas
$202K
ACM
2514
AUA Capital Management
Pennsylvania
$202K
FWP
2515
Fiduciary Wealth Partners
Massachusetts
$201K
NMG
2516
New Millennium Group
Utah
$201K
S
2517
SharpePoint
Arizona
$201K
SFP
2518
Shepherd Financial Partners
Massachusetts
$200K
PWMG
2519
Pinnacle Wealth Management Group
Michigan
$200K
CGA
2520
Crescent Grove Advisors
Illinois
$200K
WSC
2521
Wellington Shields & Co
New York
$199K
CB
2522
Community Bank
New York
$191K
HDIM
2523
Hanson & Doremus Investment Management
Vermont
$190K
BTC
2524
Bank & Trust Company
Illinois
$190K
SR
2525
Syntax Research
Florida
$190K