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Wells Fargo

2,853 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 378 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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:

8% more funds holding

Funds holding: 2,6422,853 (+211)

1.98% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

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

Holders
2,853
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
FF
2526
Formulate Financial
Florida
$202K
RWB
2527
RMR Wealth Builders
New Jersey
$202K
AWM
2528
Act Wealth Management
Texas
$202K
MFS
2529
McNamara Financial Services
Massachusetts
$202K
NRW
2530
Nova R Wealth
Kansas
$202K
ACM
2531
AUA Capital Management
Pennsylvania
$202K
FWP
2532
Fiduciary Wealth Partners
Massachusetts
$201K
NMG
2533
New Millennium Group
Utah
$201K
S
2534
SharpePoint
Arizona
$201K
SFP
2535
Shepherd Financial Partners
Massachusetts
$200K
PWMG
2536
Pinnacle Wealth Management Group
Michigan
$200K
CGA
2537
Crescent Grove Advisors
Illinois
$200K
WSC
2538
Wellington Shields & Co
New York
$199K
CB
2539
Community Bank
New York
$191K
HDIM
2540
Hanson & Doremus Investment Management
Vermont
$190K
BTC
2541
Bank & Trust Company
Illinois
$190K
SR
2542
Syntax Research
Florida
$190K
CCMI
2543
Creative Capital Management Investments
California
$189K
CCA
2544
Catalyst Capital Advisors
New York
$188K
HA
2545
Heartland Advisors
Wisconsin
$186K
HPIA
2546
Hamilton Point Investment Advisors
North Carolina
$183K
GWM
2547
Greenline Wealth Management
Florida
$182K
GEA
2548
Glen Eagle Advisors
New Jersey
$181K
FISPB
2549
Fideuram - Intesa Sanpaolo Private Banking
$179K
ME
2550
McIlrath & Eck
Washington
$178K