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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
SVCP
2551
Silicon Valley Capital Partners
California
$157K
FUBT
2552
First United Bank & Trust
Maryland
$157K
II
2553
Inspire Investing
Idaho
$156K
PWMG
2554
Prestige Wealth Management Group
New Jersey
$155K
BHWM
2555
Bay Harbor Wealth Management
Maryland
$155K
LAMC
2556
Longview Asset Management (California)
California
$154K
CA
2557
Centerpoint Advisors
Massachusetts
$154K
ANBT
2558
American National Bank & Trust
Texas
$154K
OC
2559
Optima Capital
Oregon
$154K
SWIM
2560
Smallwood Wealth Investment Management
New Jersey
$150K
HWA
2561
Heritage Wealth Advisors
Virginia
$150K
CT
2562
Clearstead Trust
Maine
$149K
BWL
2563
Bogart Wealth LLC
Virginia
$149K
FMP
2564
Financial Management Professionals
Texas
$149K
CYG
2565
Clean Yield Group
Vermont
$148K
MMCM
2566
Murphy & Mullick Capital Management
New York
$147K
CPG
2567
Cornerstone Planning Group
New Jersey
$147K
HCM
2568
Hollencrest Capital Management
California
$145K
KBFS
2569
Kohmann Bosshard Financial Services
Ohio
$144K
FFA
2570
Frazier Financial Advisors
Ohio
$143K
AWM
2571
Activest Wealth Management
Florida
$141K
RL
2572
Rogco LP
Oklahoma
$141K
MFP
2573
Meramec Financial Planners
Missouri
$141K
ATC
2574
Adirondack Trust Company
New York
$141K
IBOK
2575
Independence Bank of Kentucky
Kentucky
$137K