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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 increasing their positions, 989 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:

8% more funds holding

Funds holding: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

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

Holders
2,866
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
GCM
2526
Gables Capital Management
Florida
$205K
IHL
2527
Investment House LLC
California
$205K
FWM
2528
Forefront Wealth Management
Pennsylvania
$205K
OCPWS
2529
One Charles Private Wealth Services
Massachusetts
$204K
SIG
2530
Spinnaker Investment Group
California
$204K
TBT
2531
Texas Bank & Trust
Texas
$203K
WMP
2532
Wealth Management Partners
Arizona
$203K
KPWM
2533
KDK Private Wealth Management
Texas
$202K
SWP
2534
Summit Wealth Partners
Florida
$202K
FF
2535
Formulate Financial
Florida
$202K
RWB
2536
RMR Wealth Builders
New Jersey
$202K
AWM
2537
Act Wealth Management
Texas
$202K
MFS
2538
McNamara Financial Services
Massachusetts
$202K
NRW
2539
Nova R Wealth
Kansas
$202K
ACM
2540
AUA Capital Management
Pennsylvania
$202K
FWP
2541
Fiduciary Wealth Partners
Massachusetts
$201K
NMG
2542
New Millennium Group
Utah
$201K
S
2543
SharpePoint
Arizona
$201K
SFP
2544
Shepherd Financial Partners
Massachusetts
$200K
PWMG
2545
Pinnacle Wealth Management Group
Michigan
$200K
CGA
2546
Crescent Grove Advisors
Illinois
$200K
WSC
2547
Wellington Shields & Co
New York
$199K
CB
2548
Community Bank
New York
$191K
HDIM
2549
Hanson & Doremus Investment Management
Vermont
$190K
BTC
2550
Bank & Trust Company
Illinois
$190K