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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
EPIME
2576
Evelyn Partners Investment Management (Europe)
$158K
HCA
2577
Harbor Capital Advisors
Illinois
$158K
RFG
2578
REAP Financial Group
Texas
$158K
PWM
2579
Proathlete Wealth Management
Florida
$157K
M
2580
MOTCO
Texas
$157K
SVCP
2581
Silicon Valley Capital Partners
California
$157K
FUBT
2582
First United Bank & Trust
Maryland
$157K
II
2583
Inspire Investing
Idaho
$156K
PWMG
2584
Prestige Wealth Management Group
New Jersey
$155K
BHWM
2585
Bay Harbor Wealth Management
Maryland
$155K
LAMC
2586
Longview Asset Management (California)
California
$154K
CA
2587
Centerpoint Advisors
Massachusetts
$154K
ANBT
2588
American National Bank & Trust
Texas
$154K
OC
2589
Optima Capital
Oregon
$154K
SWIM
2590
Smallwood Wealth Investment Management
New Jersey
$150K
HWA
2591
Heritage Wealth Advisors
Virginia
$150K
CT
2592
Clearstead Trust
Maine
$149K
BWL
2593
Bogart Wealth LLC
Virginia
$149K
FMP
2594
Financial Management Professionals
Texas
$149K
CYG
2595
Clean Yield Group
Vermont
$148K
MMCM
2596
Murphy & Mullick Capital Management
New York
$147K
CPG
2597
Cornerstone Planning Group
New Jersey
$147K
HCM
2598
Hollencrest Capital Management
California
$145K
KBFS
2599
Kohmann Bosshard Financial Services
Ohio
$144K
FFA
2600
Frazier Financial Advisors
Ohio
$143K